Sheets Smith Wealth Management’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
8,802
+180
| +2% | +$16.4K | 0.09% | 203 |
|
|
2025
Q1 | $659K | Buy |
8,622
+379
| +5% | +$28.9K | 0.08% | 210 |
|
|
2024
Q4 | $538K | Buy |
8,243
+341
| +4% | +$22.3K | 0.07% | 254 |
|
|
2024
Q3 | $431K | Buy |
7,902
+37
| +0.5% | +$2.02K | 0.05% | 273 |
|
|
2024
Q2 | $395K | Buy |
7,865
+3,065
| +64% | +$154K | 0.05% | 278 |
|
|
2024
Q1 | $225K | Buy |
+4,800
| New | +$225K | 0.03% | 355 |
|