Simplicity Wealth’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Buy |
8,591
+54
| +0.6% | +$4.92K | 0.03% | 375 |
|
|
2025
Q1 | $652K | Sell |
8,537
-2,766
| -24% | -$211K | 0.05% | 302 |
|
|
2024
Q4 | $738K | Buy |
11,303
+39
| +0.3% | +$2.55K | 0.15% | 116 |
|
|
2024
Q3 | $615K | Buy |
11,264
+1,679
| +18% | +$91.6K | 0.06% | 262 |
|
|
2024
Q2 | $481K | Sell |
9,585
-9
| -0.1% | -$452 | 0.01% | 776 |
|
|
2024
Q1 | $449K | Buy |
+9,594
| New | +$449K | 0.01% | 774 |
|