O'Brien Greene & Co’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
19,650
-300
| -2% | -$27.3K | 0.59% | 40 |
|
|
2025
Q1 | $1.52M | Sell |
19,950
-3,000
| -13% | -$229K | 0.51% | 44 |
|
|
2024
Q4 | $1.5M | Hold |
22,950
| – | – | 0.49% | 45 |
|
|
2024
Q3 | $1.25M | Hold |
22,950
| – | – | 0.39% | 50 |
|
|
2024
Q2 | $1.15M | Hold |
22,950
| – | – | 0.36% | 52 |
|
|
2024
Q1 | $1.07M | Hold |
22,950
| – | – | 0.35% | 53 |
|
|
2023
Q4 | $1.13M | Hold |
22,950
| – | – | 0.4% | 49 |
|
|
2023
Q3 | $989K | Hold |
22,950
| – | – | 0.36% | 49 |
|
|
2023
Q2 | $847K | Hold |
22,950
| – | – | 0.29% | 60 |
|
|
2023
Q1 | $1.06M | Hold |
22,950
| – | – | 0.4% | 49 |
|
|
2022
Q4 | $972K | Sell |
22,950
-45,900
| -67% | -$1.94M | 0.37% | 51 |
|
|
2022
Q3 | $2.54M | Buy |
+68,850
| New | +$2.54M | 0.34% | 53 |
|
|
2022
Q1 | – | Sell |
-28,800
| Closed | -$784K | – | 138 |
|
|
2021
Q4 | $784K | Hold |
28,800
| – | – | 0.26% | 69 |
|
|
2021
Q3 | $844K | Hold |
28,800
| – | – | 0.31% | 64 |
|
|
2021
Q2 | $777K | Buy |
28,800
+2,250
| +8% | +$60.7K | 0.28% | 67 |
|
|
2021
Q1 | $771K | Buy |
26,550
+5,625
| +27% | +$163K | 0.31% | 63 |
|
|
2020
Q4 | $538K | Buy |
+20,925
| New | +$538K | 0.22% | 78 |
|