Wells Fargo’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12M | Buy |
148,586
+404
| +0.3% | +$30.6K | ﹤0.01% | 1885 |
|
|
2025
Q4 | $9.4M | Buy |
148,182
+54,448
| +58% | +$3.42M | ﹤0.01% | 2096 |
|
|
2025
Q3 | $6.31M | Sell |
93,734
-11,995
| -11% | -$764K | ﹤0.01% | 2385 |
|
|
2025
Q2 | $6.42M | Buy |
105,729
+32,284
| +44% | +$1.82M | ﹤0.01% | 2278 |
|
|
2025
Q1 | $3.74M | Buy |
73,445
+23,936
| +48% | +$1.2M | ﹤0.01% | 2644 |
|
|
2024
Q4 | $2.16M | Buy |
49,509
+12,487
| +34% | +$524K | ﹤0.01% | 3136 |
|
|
2024
Q3 | $1.35M | Buy |
37,022
+3,715
| +11% | +$131K | ﹤0.01% | 3349 |
|
|
2024
Q2 | $1.11M | Buy |
33,307
+6,899
| +26% | +$221K | ﹤0.01% | 3418 |
|
|
2024
Q1 | $825K | Buy |
26,408
+5,967
| +29% | +$179K | ﹤0.01% | 3572 |
|
|
2023
Q4 | $671K | Buy |
20,441
+3,579
| +21% | +$102K | ﹤0.01% | 3684 |
|
|
2023
Q3 | $484K | Sell |
16,862
-12,052
| -42% | -$332K | ﹤0.01% | 3806 |
|
|
2023
Q2 | $712K | Buy |
28,914
+12,680
| +78% | +$339K | ﹤0.01% | 3697 |
|
|
2023
Q1 | $498K | Sell |
16,234
-20,770
| -56% | -$593K | ﹤0.01% | 3852 |
|
|
2022
Q4 | $1.04M | Sell |
37,004
-1,964
| -5% | -$54.5K | ﹤0.01% | 3220 |
|
|
2022
Q3 | $957K | Buy |
38,968
+14,560
| +60% | +$374K | ﹤0.01% | 3272 |
|
|
2022
Q2 | $565K | Sell |
24,408
-53,183
| -69% | -$1.15M | ﹤0.01% | 3666 |
|
|
2022
Q1 | $1.71M | Buy |
77,591
+6,895
| +10% | +$144K | ﹤0.01% | 3447 |
|
|
2021
Q4 | $1.28M | Buy |
70,696
+18,593
| +36% | +$365K | ﹤0.01% | 3902 |
|
|
2021
Q3 | $1.02M | Sell |
52,103
-30,271
| -37% | -$584K | ﹤0.01% | 4225 |
|
|
2021
Q2 | $1.48M | Buy |
82,374
+17,378
| +27% | +$337K | ﹤0.01% | 3947 |
|
|
2021
Q1 | $1.26M | Sell |
64,996
-65,468
| -50% | -$1.18M | ﹤0.01% | 4082 |
|
|
2020
Q4 | $2.24M | Sell |
130,464
-7,536
| -5% | -$128K | ﹤0.01% | 3417 |
|
|
2020
Q3 | $2.09M | Sell |
138,000
-117,977
| -46% | -$1.94M | ﹤0.01% | 3276 |
|
|
2020
Q2 | $4.17M | Buy |
255,977
+129,171
| +102% | +$1.68M | ﹤0.01% | 2633 |
|
|
2020
Q1 | $1.36M | Sell |
126,806
-11,515
| -8% | -$153K | ﹤0.01% | 3318 |
|
|
2019
Q4 | $2M | Buy |
138,321
+37,773
| +38% | +$469K | ﹤0.01% | 3352 |
|
|
2019
Q3 | $1.22M | Buy |
100,548
+1,002
| +1% | +$11.8K | ﹤0.01% | 3688 |
|
|
2019
Q2 | $1.17M | Sell |
99,546
-47,607
| -32% | -$533K | ﹤0.01% | 3760 |
|
|
2019
Q1 | $1.69M | Sell |
147,153
-79,667
| -35% | -$943K | ﹤0.01% | 3492 |
|
|
2018
Q4 | $2.46M | Buy |
226,820
+6,328
| +3% | +$80.5K | ﹤0.01% | 3091 |
|
|
2018
Q3 | $3.16M | Buy |
220,492
+55,343
| +34% | +$884K | ﹤0.01% | 3028 |
|
|
2018
Q2 | $2.53M | Sell |
165,149
-74,483
| -31% | -$1.05M | ﹤0.01% | 3269 |
|
|
2018
Q1 | $3.03M | Buy |
239,632
+5,191
| +2% | +$65.5K | ﹤0.01% | 3038 |
|
|
2017
Q4 | $2.95M | Buy |
234,441
+1,387
| +0.6% | +$17.1K | ﹤0.01% | 3056 |
|
|
2017
Q3 | $2.65M | Buy |
233,054
+94,831
| +69% | +$1.04M | ﹤0.01% | 3082 |
|
|
2017
Q2 | $1.55M | Buy |
138,223
+20,469
| +17% | +$221K | ﹤0.01% | 3390 |
|
|
2017
Q1 | $1.32M | Buy |
117,754
+79,735
| +210% | +$887K | ﹤0.01% | 3531 |
|
|
2016
Q4 | $446K | Buy |
38,019
+15,572
| +69% | +$181K | ﹤0.01% | 4276 |
|
|
2016
Q3 | $258K | Hold |
22,447
| – | – | ﹤0.01% | 4330 |
|
|
2016
Q2 | $181K | Sell |
22,447
-2,272
| -9% | -$18.1K | ﹤0.01% | 4463 |
|
|
2016
Q1 | $196K | Buy |
24,719
+2,086
| +9% | +$16.9K | ﹤0.01% | 4422 |
|
|
2015
Q4 | $224K | Buy |
22,633
+12,440
| +122% | +$119K | ﹤0.01% | 4385 |
|
|
2015
Q3 | $75K | Sell |
10,193
-20,250
| -67% | -$170K | ﹤0.01% | 5079 |
|
|
2015
Q2 | $300K | Buy |
30,443
+21,266
| +232% | +$214K | ﹤0.01% | 4375 |
|
|
2015
Q1 | $80K | Buy |
9,177
+6,038
| +192% | +$43.5K | ﹤0.01% | 4836 |
|
|
2014
Q4 | $19K | Buy |
3,139
+17
| +0.5% | +$91 | ﹤0.01% | 5384 |
|
|
2014
Q3 | $16K | Sell |
3,122
-591
| -16% | -$3.34K | ﹤0.01% | 5401 |
|
|
2014
Q2 | $22K | Sell |
3,713
-479
| -11% | -$2.68K | ﹤0.01% | 5337 |
|
|
2014
Q1 | $23K | Buy |
4,192
+4,185
| +59,786% | +$22.8K | ﹤0.01% | 5186 |
|
|
2013
Q4 | $0 | Sell |
7
-2,025
| -100% | -$12.2K | ﹤0.01% | 5929 |
|
|
2013
Q3 | $12K | Hold |
2,032
| – | – | ﹤0.01% | 5087 |
|
|
2013
Q2 | $10K | Buy |
+2,032
| New | +$10.4K | ﹤0.01% | 5064 |
|
Other funds holding SNEX
VPM
VCM
AC