Wells Fargo’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.42M | Buy |
70,486
+21,523
| +44% | +$1.96M | ﹤0.01% | 2057 |
|
|
2025
Q1 | $3.74M | Buy |
48,963
+15,957
| +48% | +$1.22M | ﹤0.01% | 2346 |
|
|
2024
Q4 | $2.16M | Buy |
33,006
+8,325
| +34% | +$544K | ﹤0.01% | 2751 |
|
|
2024
Q3 | $1.35M | Buy |
24,681
+2,476
| +11% | +$135K | ﹤0.01% | 3030 |
|
|
2024
Q2 | $1.11M | Buy |
22,205
+4,599
| +26% | +$231K | ﹤0.01% | 3108 |
|
|
2024
Q1 | $825K | Buy |
17,606
+3,978
| +29% | +$186K | ﹤0.01% | 3247 |
|
|
2023
Q4 | $671K | Buy |
13,628
+2,387
| +21% | +$117K | ﹤0.01% | 3345 |
|
|
2023
Q3 | $484K | Sell |
11,241
-8,035
| -42% | -$346K | ﹤0.01% | 3533 |
|
|
2023
Q2 | $712K | Buy |
19,276
+8,453
| +78% | +$312K | ﹤0.01% | 3502 |
|
|
2023
Q1 | $498K | Sell |
10,823
-13,846
| -56% | -$637K | ﹤0.01% | 3611 |
|
|
2022
Q4 | $1.04M | Sell |
24,669
-1,310
| -5% | -$55.5K | ﹤0.01% | 3030 |
|
|
2022
Q3 | $957K | Buy |
25,979
+9,707
| +60% | +$358K | ﹤0.01% | 3069 |
|
|
2022
Q2 | $565K | Sell |
16,272
-35,456
| -69% | -$1.23M | ﹤0.01% | 3459 |
|
|
2022
Q1 | $1.71M | Buy |
51,728
+4,597
| +10% | +$152K | ﹤0.01% | 3247 |
|
|
2021
Q4 | $1.28M | Buy |
47,131
+12,395
| +36% | +$337K | ﹤0.01% | 3653 |
|
|
2021
Q3 | $1.02M | Sell |
34,736
-20,180
| -37% | -$591K | ﹤0.01% | 3993 |
|
|
2021
Q2 | $1.48M | Buy |
54,916
+11,585
| +27% | +$312K | ﹤0.01% | 3739 |
|
|
2021
Q1 | $1.26M | Sell |
43,331
-43,645
| -50% | -$1.27M | ﹤0.01% | 3834 |
|
|
2020
Q4 | $2.24M | Sell |
86,976
-5,024
| -5% | -$129K | ﹤0.01% | 3376 |
|
|
2020
Q3 | $2.09M | Sell |
92,000
-78,651
| -46% | -$1.79M | ﹤0.01% | 3227 |
|
|
2020
Q2 | $4.17M | Buy |
170,651
+86,114
| +102% | +$2.11M | ﹤0.01% | 2603 |
|
|
2020
Q1 | $1.36M | Sell |
84,537
-7,677
| -8% | -$124K | ﹤0.01% | 3234 |
|
|
2019
Q4 | $2M | Buy |
92,214
+25,182
| +38% | +$546K | ﹤0.01% | 3319 |
|
|
2019
Q3 | $1.22M | Buy |
67,032
+668
| +1% | +$12.2K | ﹤0.01% | 3635 |
|
|
2019
Q2 | $1.17M | Sell |
66,364
-31,738
| -32% | -$558K | ﹤0.01% | 3700 |
|
|
2019
Q1 | $1.69M | Sell |
98,102
-53,112
| -35% | -$915K | ﹤0.01% | 3467 |
|
|
2018
Q4 | $2.46M | Buy |
151,214
+4,219
| +3% | +$68.6K | ﹤0.01% | 3051 |
|
|
2018
Q3 | $3.16M | Buy |
146,995
+36,896
| +34% | +$792K | ﹤0.01% | 2998 |
|
|
2018
Q2 | $2.53M | Sell |
110,099
-49,656
| -31% | -$1.14M | ﹤0.01% | 3233 |
|
|
2018
Q1 | $3.03M | Buy |
159,755
+3,461
| +2% | +$65.6K | ﹤0.01% | 3006 |
|
|
2017
Q4 | $2.95M | Buy |
156,294
+925
| +0.6% | +$17.5K | ﹤0.01% | 3023 |
|
|
2017
Q3 | $2.65M | Buy |
155,369
+63,220
| +69% | +$1.08M | ﹤0.01% | 3047 |
|
|
2017
Q2 | $1.55M | Buy |
92,149
+13,646
| +17% | +$229K | ﹤0.01% | 3341 |
|
|
2017
Q1 | $1.32M | Buy |
78,503
+53,157
| +210% | +$897K | ﹤0.01% | 3482 |
|
|
2016
Q4 | $446K | Buy |
25,346
+10,381
| +69% | +$183K | ﹤0.01% | 4151 |
|
|
2016
Q3 | $258K | Hold |
14,965
| – | – | ﹤0.01% | 4178 |
|
|
2016
Q2 | $181K | Sell |
14,965
-1,514
| -9% | -$18.3K | ﹤0.01% | 4320 |
|
|
2016
Q1 | $196K | Buy |
16,479
+1,390
| +9% | +$16.5K | ﹤0.01% | 4284 |
|
|
2015
Q4 | $224K | Buy |
15,089
+8,294
| +122% | +$123K | ﹤0.01% | 4239 |
|
|
2015
Q3 | $75K | Sell |
6,795
-13,500
| -67% | -$149K | ﹤0.01% | 4888 |
|
|
2015
Q2 | $300K | Buy |
20,295
+14,177
| +232% | +$210K | ﹤0.01% | 4254 |
|
|
2015
Q1 | $80K | Buy |
6,118
+4,025
| +192% | +$52.6K | ﹤0.01% | 4663 |
|
|
2014
Q4 | $19K | Buy |
2,093
+12
| +0.6% | +$109 | ﹤0.01% | 5170 |
|
|
2014
Q3 | $16K | Sell |
2,081
-394
| -16% | -$3.03K | ﹤0.01% | 5235 |
|
|
2014
Q2 | $22K | Sell |
2,475
-320
| -11% | -$2.84K | ﹤0.01% | 5192 |
|
|
2014
Q1 | $23K | Buy |
2,795
+2,790
| +55,800% | +$23K | ﹤0.01% | 5051 |
|
|
2013
Q4 | $0 | Sell |
5
-1,350
| -100% | – | ﹤0.01% | 5673 |
|
|
2013
Q3 | $12K | Hold |
1,355
| – | – | ﹤0.01% | 4986 |
|
|
2013
Q2 | $10K | Buy |
+1,355
| New | +$10K | ﹤0.01% | 4955 |
|