SEI Investments’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.59M | Buy |
81,692
+28,706
| +54% | +$2.18M | 0.01% | 1364 |
|
|
2025
Q4 | $3.36M | Buy |
52,986
+34,590
| +188% | +$2.17M | ﹤0.01% | 1577 |
|
|
2025
Q3 | $1.24M | Sell |
18,396
-6,630
| -26% | -$422K | ﹤0.01% | 1893 |
|
|
2025
Q2 | $1.52M | Sell |
25,026
-143,969
| -85% | -$8.12M | ﹤0.01% | 1755 |
|
|
2025
Q1 | $8.61M | Buy |
168,995
+60,826
| +56% | +$3.06M | 0.01% | 1034 |
|
|
2024
Q4 | $4.71M | Buy |
108,169
+40,849
| +61% | +$1.72M | 0.01% | 1315 |
|
|
2024
Q3 | $2.45M | Sell |
67,320
-3,807
| -5% | -$135K | ﹤0.01% | 1601 |
|
|
2024
Q2 | $2.38M | Buy |
+71,127
| New | +$2.28M | ﹤0.01% | 1559 |
|
|
2024
Q1 | – | Sell |
-8,649
| Closed | -$284K | – | 2701 |
|
|
2023
Q4 | $284K | Sell |
8,649
-26,546
| -75% | -$756K | ﹤0.01% | 2330 |
|
|
2023
Q3 | $1.01M | Sell |
35,195
-44,614
| -56% | -$1.23M | ﹤0.01% | 1883 |
|
|
2023
Q2 | $1.96M | Sell |
79,809
-10,614
| -12% | -$284K | ﹤0.01% | 1639 |
|
|
2023
Q1 | $2.77M | Sell |
90,423
-17,901
| -17% | -$511K | 0.01% | 1473 |
|
|
2022
Q4 | $3.06M | Buy |
108,324
+24,742
| +30% | +$686K | 0.01% | 1279 |
|
|
2022
Q3 | $2.05M | Buy |
83,582
+58,870
| +238% | +$1.51M | ﹤0.01% | 1530 |
|
|
2022
Q2 | $571K | Sell |
24,712
-7,118
| -22% | -$154K | ﹤0.01% | 2046 |
|
|
2022
Q1 | $683K | Buy |
+31,830
| New | +$664K | ﹤0.01% | 1959 |
|
|
2021
Q1 | – | Sell |
-13,949
| Closed | -$239K | – | 2522 |
|
|
2020
Q4 | $239K | Sell |
13,949
-6,642
| -32% | -$113K | ﹤0.01% | 2303 |
|
|
2020
Q3 | $312K | Sell |
20,591
-9,953
| -33% | -$163K | ﹤0.01% | 2085 |
|
|
2020
Q2 | $498K | Buy |
+30,544
| New | +$397K | ﹤0.01% | 1850 |
|
|
2020
Q1 | – | Sell |
-19,238
| Closed | -$278K | – | 2436 |
|
|
2019
Q4 | $278K | Hold |
19,238
| – | – | ﹤0.01% | 2167 |
|
|
2019
Q3 | $234K | Buy |
+19,238
| New | +$226K | ﹤0.01% | 2195 |
|
|
2018
Q3 | – | Sell |
-851
| Closed | -$13K | – | 3326 |
|
|
2018
Q2 | $13K | Buy |
851
+200
| +31% | +$2.82K | ﹤0.01% | 2928 |
|
|
2018
Q1 | $8K | Buy |
651
+226
| +53% | +$2.85K | ﹤0.01% | 2947 |
|
|
2017
Q4 | $5K | Sell |
425
-21
| -5% | -$259 | ﹤0.01% | 2958 |
|
|
2017
Q3 | $5K | Buy |
446
+291
| +188% | +$3.19K | ﹤0.01% | 2845 |
|
|
2017
Q2 | $2K | Buy |
155
+50
| +48% | +$539 | ﹤0.01% | 2883 |
|
|
2017
Q1 | $1K | Hold |
105
| – | – | ﹤0.01% | 2826 |
|
|
2016
Q4 | $1K | Hold |
105
| – | – | ﹤0.01% | 2825 |
|
|
2016
Q3 | $1K | Buy |
+105
| New | +$1.04K | ﹤0.01% | 2748 |
|
|
2015
Q3 | – | Sell |
-108
| Closed | -$1K | – | 2576 |
|
|
2015
Q2 | $1K | Buy |
+108
| New | +$1.09K | ﹤0.01% | 2194 |
|
Other funds holding SNEX
VPM
VCM
AC