Stifel Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
9,454
+5,886
| +165% | +$1.03M | ﹤0.01% | 1976 |
|
|
2025
Q1 | $646K | Sell |
3,568
-2,736
| -43% | -$496K | ﹤0.01% | 2515 |
|
|
2024
Q4 | $1.32M | Buy |
6,304
+1,305
| +26% | +$273K | ﹤0.01% | 2065 |
|
|
2024
Q3 | $1.07M | Sell |
4,999
-68
| -1% | -$14.6K | ﹤0.01% | 2185 |
|
|
2024
Q2 | $1.02M | Sell |
5,067
-835
| -14% | -$168K | ﹤0.01% | 2148 |
|
|
2024
Q1 | $1.44M | Buy |
5,902
+3,055
| +107% | +$746K | ﹤0.01% | 1954 |
|
|
2023
Q4 | $619K | Sell |
2,847
-471
| -14% | -$102K | ﹤0.01% | 2453 |
|
|
2023
Q3 | $691K | Buy |
3,318
+243
| +8% | +$50.6K | ﹤0.01% | 2302 |
|
|
2023
Q2 | $663K | Sell |
3,075
-8,279
| -73% | -$1.78M | ﹤0.01% | 2358 |
|
|
2023
Q1 | $2.62M | Buy |
11,354
+699
| +7% | +$162K | ﹤0.01% | 1402 |
|
|
2022
Q4 | $2.43M | Buy |
10,655
+8,085
| +315% | +$1.85M | ﹤0.01% | 1373 |
|
|
2022
Q3 | $514K | Sell |
2,570
-97
| -4% | -$19.4K | ﹤0.01% | 2414 |
|
|
2022
Q2 | $485K | Buy |
2,667
+479
| +22% | +$87.1K | ﹤0.01% | 2480 |
|
|
2022
Q1 | $420K | Buy |
2,188
+572
| +35% | +$110K | ﹤0.01% | 2665 |
|
|
2021
Q4 | $383K | Buy |
1,616
+66
| +4% | +$15.6K | ﹤0.01% | 2748 |
|
|
2021
Q3 | $321K | Sell |
1,550
-1,656
| -52% | -$343K | ﹤0.01% | 2861 |
|
|
2021
Q2 | $705K | Buy |
3,206
+120
| +4% | +$26.4K | ﹤0.01% | 2363 |
|
|
2021
Q1 | $645K | Buy |
3,086
+146
| +5% | +$30.5K | ﹤0.01% | 2318 |
|
|
2020
Q4 | $586K | Buy |
2,940
+213
| +8% | +$42.5K | ﹤0.01% | 2222 |
|
|
2020
Q3 | $497K | Buy |
2,727
+61
| +2% | +$11.1K | ﹤0.01% | 2098 |
|
|
2020
Q2 | $421K | Buy |
+2,666
| New | +$421K | ﹤0.01% | 2156 |
|