SEI Investments’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
16,684
-95,979
| -85% | -$8.75M | ﹤0.01% | 1755 |
|
|
2025
Q1 | $8.61M | Buy |
112,663
+40,550
| +56% | +$3.1M | 0.01% | 1034 |
|
|
2024
Q4 | $4.71M | Buy |
72,113
+27,233
| +61% | +$1.78M | 0.01% | 1315 |
|
|
2024
Q3 | $2.45M | Sell |
44,880
-2,538
| -5% | -$139K | ﹤0.01% | 1601 |
|
|
2024
Q2 | $2.38M | Buy |
+47,418
| New | +$2.38M | ﹤0.01% | 1559 |
|
|
2024
Q1 | – | Sell |
-5,766
| Closed | -$284K | – | 2701 |
|
|
2023
Q4 | $284K | Sell |
5,766
-17,697
| -75% | -$871K | ﹤0.01% | 2330 |
|
|
2023
Q3 | $1.01M | Sell |
23,463
-29,743
| -56% | -$1.28M | ﹤0.01% | 1883 |
|
|
2023
Q2 | $1.96M | Sell |
53,206
-7,076
| -12% | -$261K | ﹤0.01% | 1639 |
|
|
2023
Q1 | $2.77M | Sell |
60,282
-11,934
| -17% | -$549K | 0.01% | 1473 |
|
|
2022
Q4 | $3.06M | Buy |
72,216
+16,495
| +30% | +$699K | 0.01% | 1279 |
|
|
2022
Q3 | $2.05M | Buy |
55,721
+39,246
| +238% | +$1.45M | ﹤0.01% | 1530 |
|
|
2022
Q2 | $571K | Sell |
16,475
-4,745
| -22% | -$164K | ﹤0.01% | 2046 |
|
|
2022
Q1 | $683K | Buy |
+21,220
| New | +$683K | ﹤0.01% | 1959 |
|
|
2021
Q1 | – | Sell |
-9,299
| Closed | -$239K | – | 2521 |
|
|
2020
Q4 | $239K | Sell |
9,299
-4,428
| -32% | -$114K | ﹤0.01% | 2302 |
|
|
2020
Q3 | $312K | Sell |
13,727
-6,636
| -33% | -$151K | ﹤0.01% | 2085 |
|
|
2020
Q2 | $498K | Buy |
+20,363
| New | +$498K | ﹤0.01% | 1850 |
|
|
2020
Q1 | – | Sell |
-12,825
| Closed | -$278K | – | 2436 |
|
|
2019
Q4 | $278K | Hold |
12,825
| – | – | ﹤0.01% | 2167 |
|
|
2019
Q3 | $234K | Buy |
+12,825
| New | +$234K | ﹤0.01% | 2195 |
|
|
2018
Q3 | – | Sell |
-567
| Closed | -$13K | – | 3324 |
|
|
2018
Q2 | $13K | Buy |
567
+133
| +31% | +$3.05K | ﹤0.01% | 2926 |
|
|
2018
Q1 | $8K | Buy |
434
+150
| +53% | +$2.77K | ﹤0.01% | 2946 |
|
|
2017
Q4 | $5K | Sell |
284
-13
| -4% | -$229 | ﹤0.01% | 2958 |
|
|
2017
Q3 | $5K | Buy |
297
+193
| +186% | +$3.25K | ﹤0.01% | 2845 |
|
|
2017
Q2 | $2K | Buy |
104
+34
| +49% | +$654 | ﹤0.01% | 2883 |
|
|
2017
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 2826 |
|
|
2016
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 2825 |
|
|
2016
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 2748 |
|
|
2015
Q3 | – | Sell |
-72
| Closed | -$1K | – | 2574 |
|
|
2015
Q2 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 2192 |
|