Personal CFO Solutions’s Standex International SXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $606K | Buy |
2,377
+54
| +2% | +$13.6K | 0.09% | 214 |
|
|
2025
Q4 | $505K | Sell |
2,323
-35
| -1% | -$8.11K | 0.08% | 236 |
|
|
2025
Q3 | $500K | Sell |
2,358
-67
| -3% | -$12.7K | 0.09% | 227 |
|
|
2025
Q2 | $380K | Sell |
2,425
-258
| -10% | -$38.7K | 0.07% | 269 |
|
|
2025
Q1 | $433K | Buy |
2,683
+144
| +6% | +$26.4K | 0.09% | 238 |
|
|
2024
Q4 | $475K | Sell |
2,539
-172
| -6% | -$33.2K | 0.09% | 213 |
|
|
2024
Q3 | $496K | Sell |
2,711
-142
| -5% | -$24.7K | 0.07% | 264 |
|
|
2024
Q2 | $460K | Sell |
2,853
-217
| -7% | -$36.7K | 0.07% | 260 |
|
|
2024
Q1 | $559K | Buy |
3,070
+44
| +1% | +$7.11K | 0.09% | 222 |
|
|
2023
Q4 | $479K | Buy |
3,026
+254
| +9% | +$36.6K | 0.08% | 233 |
|
|
2023
Q3 | $404K | Buy |
2,772
+206
| +8% | +$30.7K | 0.08% | 245 |
|
|
2023
Q2 | $363K | Sell |
2,566
-33
| -1% | -$4.36K | 0.07% | 282 |
|
|
2023
Q1 | $318K | Sell |
2,599
-231
| -8% | -$26.3K | 0.07% | 294 |
|
|
2022
Q4 | $290K | Buy |
2,830
+172
| +6% | +$16.9K | 0.06% | 305 |
|
|
2022
Q3 | $217K | Sell |
2,658
-99
| -4% | -$8.84K | 0.05% | 345 |
|
|
2022
Q2 | $234K | Sell |
2,757
-363
| -12% | -$34K | 0.05% | 340 |
|
|
2022
Q1 | $312K | Buy |
3,120
+138
| +5% | +$14.5K | 0.06% | 309 |
|
|
2021
Q4 | $330K | Sell |
2,982
-22
| -0.7% | -$2.39K | 0.06% | 298 |
|
|
2021
Q3 | $297K | Buy |
3,004
+147
| +5% | +$14K | 0.06% | 289 |
|
|
2021
Q2 | $271K | Buy |
2,857
+72
| +3% | +$6.98K | 0.06% | 321 |
|
|
2021
Q1 | $266K | Sell |
2,785
-231
| -8% | -$21.4K | 0.06% | 299 |
|
|
2020
Q4 | $234K | Buy |
+3,016
| New | +$215K | 0.06% | 313 |
|
Other funds holding SXI
WA
VPM
VCM
SAM
