Speece Thorson Capital Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
90,484
+13,917
| +18% | +$2.44M | 3.23% | 9 |
|
|
2025
Q1 | $13.9M | Buy |
76,567
+28,343
| +59% | +$5.13M | 2.85% | 18 |
|
|
2024
Q4 | $10.1M | Sell |
48,224
-240
| -0.5% | -$50.2K | 1.99% | 32 |
|
|
2024
Q3 | $10.4M | Sell |
48,464
-128
| -0.3% | -$27.5K | 1.92% | 32 |
|
|
2024
Q2 | $9.78M | Sell |
48,592
-868
| -2% | -$175K | 2% | 30 |
|
|
2024
Q1 | $12.1M | Sell |
49,460
-642
| -1% | -$157K | 2.33% | 25 |
|
|
2023
Q4 | $10.9M | Buy |
50,102
+936
| +2% | +$203K | 2.23% | 27 |
|
|
2023
Q3 | $10.2M | Sell |
49,166
-56
| -0.1% | -$11.7K | 2.26% | 26 |
|
|
2023
Q2 | $10.6M | Sell |
49,222
-518
| -1% | -$112K | 2.17% | 27 |
|
|
2023
Q1 | $11.5M | Sell |
49,740
-570
| -1% | -$132K | 2.42% | 23 |
|
|
2022
Q4 | $11.5M | Hold |
50,310
| – | – | 2.47% | 21 |
|
|
2022
Q3 | $10.1M | Buy |
50,310
+1,585
| +3% | +$317K | 2.29% | 23 |
|
|
2022
Q2 | $8.85M | Buy |
48,725
+14,774
| +44% | +$2.68M | 2.09% | 24 |
|
|
2022
Q1 | $6.51M | Buy |
33,951
+8,467
| +33% | +$1.62M | 1.39% | 37 |
|
|
2021
Q4 | $6.02M | Buy |
25,484
+152
| +0.6% | +$35.9K | 1.15% | 35 |
|
|
2021
Q3 | $5.24M | Sell |
25,332
-13
| -0.1% | -$2.69K | 1.1% | 36 |
|
|
2021
Q2 | $5.58M | Sell |
25,345
-122
| -0.5% | -$26.8K | 1.16% | 37 |
|
|
2021
Q1 | $5.33M | Sell |
25,467
-135
| -0.5% | -$28.3K | 1.12% | 36 |
|
|
2020
Q4 | $5.1M | Sell |
25,602
-391
| -2% | -$77.9K | 1.21% | 33 |
|
|
2020
Q3 | $4.74M | Buy |
25,993
+122
| +0.5% | +$22.3K | 1.26% | 30 |
|
|
2020
Q2 | $4.09M | Sell |
25,871
-296
| -1% | -$46.8K | 1.18% | 32 |
|
|
2020
Q1 | $3.61M | Sell |
26,167
-394
| -1% | -$54.4K | 1.25% | 33 |
|
|
2019
Q4 | $4.57M | Sell |
26,561
-200
| -0.7% | -$34.4K | 1.18% | 35 |
|
|
2019
Q3 | $4.39M | Sell |
26,761
-676
| -2% | -$111K | 1.17% | 36 |
|
|
2019
Q2 | $4.72M | Sell |
27,437
-518
| -2% | -$89.2K | 1.26% | 36 |
|
|
2019
Q1 | $4.24M | Sell |
27,955
-752
| -3% | -$114K | 1.17% | 37 |
|
|
2018
Q4 | $3.63M | Sell |
28,707
-3,834
| -12% | -$484K | 1.09% | 38 |
|
|
2018
Q3 | $4.9M | Sell |
32,541
-6,376
| -16% | -$961K | 1.14% | 38 |
|
|
2018
Q2 | $5.31M | Sell |
38,917
-10,920
| -22% | -$1.49M | 1.12% | 39 |
|
|
2018
Q1 | $7.1M | Sell |
49,837
-3,305
| -6% | -$471K | 1.51% | 36 |
|
|
2017
Q4 | $7.01M | Sell |
53,142
-11,757
| -18% | -$1.55M | 1.39% | 35 |
|
|
2017
Q3 | $7.88M | Buy |
64,899
+668
| +1% | +$81.1K | 1.64% | 31 |
|
|
2017
Q2 | $7.26M | Buy |
64,231
+655
| +1% | +$74K | 1.51% | 34 |
|
|
2017
Q1 | $5.95M | Buy |
63,576
+1,687
| +3% | +$158K | 1.26% | 36 |
|
|
2016
Q4 | $5.57M | Sell |
61,889
-6,447
| -9% | -$581K | 1.25% | 37 |
|
|
2016
Q3 | $6.39M | Buy |
68,336
+622
| +0.9% | +$58.2K | 1.37% | 36 |
|
|
2016
Q2 | $5.56M | Buy |
67,714
+919
| +1% | +$75.4K | 1.21% | 37 |
|
|
2016
Q1 | $5.54M | Buy |
66,795
+969
| +1% | +$80.3K | 1.24% | 36 |
|
|
2015
Q4 | $5.04M | Buy |
65,826
+411
| +0.6% | +$31.5K | 1.23% | 38 |
|
|
2015
Q3 | $4.66M | Sell |
65,415
-180
| -0.3% | -$12.8K | 1.16% | 36 |
|
|
2015
Q2 | $5.15M | Sell |
65,595
-520
| -0.8% | -$40.9K | 1.24% | 34 |
|
|
2015
Q1 | $5.01M | Buy |
66,115
+810
| +1% | +$61.4K | 1.18% | 35 |
|
|
2014
Q4 | $5.08M | Sell |
65,305
-1,990
| -3% | -$155K | 1.24% | 34 |
|
|
2014
Q3 | $4.87M | Sell |
67,295
-24,380
| -27% | -$1.76M | 1.24% | 34 |
|
|
2014
Q2 | $7.4M | Sell |
91,675
-750
| -0.8% | -$60.6K | 1.88% | 29 |
|
|
2014
Q1 | $6.74M | Sell |
92,425
-13,120
| -12% | -$956K | 1.78% | 29 |
|
|
2013
Q4 | $7.79M | Sell |
105,545
-57,620
| -35% | -$4.25M | 2.07% | 26 |
|
|
2013
Q3 | $10.6M | Sell |
163,165
-2,250
| -1% | -$147K | 2.94% | 14 |
|
|
2013
Q2 | $8.9M | Buy |
+165,415
| New | +$8.9M | 2.6% | 17 |
|