USA Financial Formulas’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
1,433
+2
| +0.1% | +$182 | 0.02% | 165 |
|
|
2025
Q1 | $109K | Sell |
1,431
-545
| -28% | -$41.6K | 0.02% | 173 |
|
|
2024
Q4 | $129K | Buy |
+1,976
| New | +$129K | 0.02% | 196 |
|
|
2023
Q4 | – | Sell |
-1,789
| Closed | -$77.1K | – | 519 |
|
|
2023
Q3 | $77.1K | Hold |
1,789
| – | – | 0.12% | 173 |
|
|
2023
Q2 | $66K | Sell |
1,789
-83
| -4% | -$3.06K | 0.1% | 144 |
|
|
2023
Q1 | $86.1K | Buy |
+1,872
| New | +$86.1K | 0.14% | 90 |
|
|
2022
Q3 | $231K | Buy |
+6,257
| New | +$231K | 0.36% | 50 |
|
|
2015
Q3 | – | Sell |
-21,371
| Closed | -$316K | – | 186 |
|
|
2015
Q2 | $316K | Buy |
+21,371
| New | +$316K | 0.1% | 175 |
|