Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,745
Closed -$12.2K 86
2025
Q1
$12.2K Buy
+1,745
New +$20.2K ﹤0.01% 76
2024
Q4
Sell
-659
Closed -$4.59K 89
2024
Q3
$4.59K Hold
659
﹤0.01% 89
2024
Q2
$14.6K Hold
659
0.01% 89
2024
Q1
$28.8K Sell
659
-42
-6% -$2.33K 0.01% 85
2023
Q4
$54.4K Sell
701
-35
-5% -$2.41K 0.02% 81
2023
Q3
$56.8K Sell
736
-30
-4% -$3.43K 0.04% 68
2023
Q2
$87.7K Buy
766
+21
+3% +$2.08K 0.05% 87
2023
Q1
$84.5K Sell
745
-380
-34% -$64.4K 0.04% 83
2022
Q4
$300K Hold
1,125
0.2% 62
2022
Q3
$300K Hold
1,125
0.2% 62
2022
Q2
$195K Sell
1,125
-270
-19% -$44.9K 0.12% 73
2022
Q1
$339K Buy
+1,395
New +$325K 0.16% 66
2021
Q4
Sell
-794
Closed -$379K 96
2021
Q3
$379K Sell
794
-17
-2% -$8.94K 0.2% 62
2021
Q2
$584K Buy
811
+55
+7% +$29.9K 0.3% 43
2021
Q1
$402K Buy
+756
New +$486K 0.23% 49

Other funds holding STEM

360 Financial's STEM Position: Q2 2025 in Review

360 Financial sold out of Stem (STEM) in Q2 2025, closing a stake of 1,745 shares — an estimated $12.2K sold.

360 Financial first reported a position in STEM in Q1 2021 and held it in 15 quarters. The position peaked at $584K in Q2 2021. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • 360 Financial reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • 360 Financial sold 1,745 Stem shares in Q2 2025, an estimated $12.2K.
  • 360 Financial first reported a position in Stem in Q1 2021 and held it in 15 quarters.
  • 360 Financial's Stem position peaked at $584K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on 360 Financial's 13F filing for Q2 2025, filed 6 Aug 2025.