Oxford Financial Group’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
4,219
+100
| +2% | +$9.11K | 0.02% | 154 |
|
|
2025
Q1 | $315K | Buy |
+4,119
| New | +$315K | 0.02% | 171 |
|
|
2024
Q4 | – | Sell |
-17,255
| Closed | -$942K | – | 320 |
|
|
2024
Q3 | $942K | Sell |
17,255
-4,021
| -19% | -$219K | 0.06% | 94 |
|
|
2024
Q2 | $1.07M | Sell |
21,276
-3
| -0% | -$151 | 0.07% | 89 |
|
|
2024
Q1 | $997K | Buy |
21,279
+10
| +0% | +$468 | 0.07% | 81 |
|
|
2023
Q4 | $1.05M | Hold |
21,269
| – | – | 0.08% | 80 |
|
|
2023
Q3 | $916K | Hold |
21,269
| – | – | 0.08% | 80 |
|
|
2023
Q2 | $785K | Hold |
21,269
| – | – | 0.07% | 93 |
|
|
2023
Q1 | $979K | Hold |
21,269
| – | – | 0.11% | 66 |
|
|
2022
Q4 | $901K | Hold |
21,269
| – | – | 0.1% | 75 |
|
|
2022
Q3 | $784K | Hold |
21,269
| – | – | 0.12% | 74 |
|
|
2022
Q2 | $738K | Hold |
21,269
| – | – | 0.11% | 82 |
|
|
2022
Q1 | $702K | Hold |
21,269
| – | – | 0.09% | 96 |
|
|
2021
Q4 | $579K | Hold |
21,269
| – | – | 0.07% | 111 |
|
|
2021
Q3 | $623K | Hold |
21,269
| – | – | 0.08% | 97 |
|
|
2021
Q2 | $574K | Hold |
21,269
| – | – | 0.08% | 104 |
|
|
2021
Q1 | $618K | Hold |
21,269
| – | – | 0.09% | 94 |
|
|
2020
Q4 | $547K | Hold |
21,269
| – | – | 0.08% | 96 |
|
|
2020
Q3 | $484K | Hold |
21,269
| – | – | 0.08% | 93 |
|
|
2020
Q2 | $520K | Hold |
21,269
| – | – | 0.09% | 91 |
|
|
2020
Q1 | $343K | Buy |
+21,269
| New | +$343K | 0.07% | 108 |
|