Sterling Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Buy |
5,032
+821
| +19% | +$144K | 0.01% | 674 |
|
|
2025
Q1 | $762K | Sell |
4,211
-279
| -6% | -$50.5K | 0.01% | 685 |
|
|
2024
Q4 | $940K | Buy |
4,490
+1,601
| +55% | +$335K | 0.01% | 655 |
|
|
2024
Q3 | $620K | Buy |
+2,889
| New | +$620K | 0.01% | 756 |
|
|
2016
Q3 | – | Sell |
-3,313
| Closed | -$272K | – | 935 |
|
|
2016
Q2 | $272K | Buy |
+3,313
| New | +$272K | ﹤0.01% | 835 |
|
|
2014
Q2 | – | Sell |
-5,186
| Closed | -$378K | – | 900 |
|
|
2014
Q1 | $378K | Buy |
5,186
+282
| +6% | +$20.6K | ﹤0.01% | 819 |
|
|
2013
Q4 | $362K | Buy |
4,904
+36
| +0.7% | +$2.66K | ﹤0.01% | 694 |
|
|
2013
Q3 | $318K | Buy |
4,868
+146
| +3% | +$9.54K | ﹤0.01% | 565 |
|
|
2013
Q2 | $254K | Buy |
+4,722
| New | +$254K | ﹤0.01% | 552 |
|