Stifel Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $619K | Sell |
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|
2023
Q3 | $691K | Buy |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $2.62M | Buy |
|
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|
2022
Q4 | $2.43M | Buy |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $485K | Buy |
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|
2022
Q1 | $420K | Buy |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $705K | Buy |
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|
2021
Q1 | $645K | Buy |
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|
2020
Q4 | $586K | Buy |
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|
2020
Q3 | $497K | Buy |
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|
2020
Q2 | $421K | Buy |
|