Advisory Research’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,920
| Closed | -$217K | – | 165 |
|
2024
Q2 | $217K | Buy |
10,920
+3,556
| +48% | +$70.6K | 0.04% | 155 |
|
2024
Q1 | $208K | Sell |
7,364
-22,651
| -75% | -$641K | 0.04% | 151 |
|
2023
Q4 | $700K | Buy |
30,015
+1,326
| +5% | +$30.9K | 0.11% | 196 |
|
2023
Q3 | $549K | Sell |
28,689
-7,492
| -21% | -$143K | 0.08% | 264 |
|
2023
Q2 | $635K | Buy |
36,181
+8,384
| +30% | +$147K | 0.08% | 261 |
|
2023
Q1 | $506K | Buy |
27,797
+6,868
| +33% | +$125K | 0.08% | 243 |
|
2022
Q4 | $297K | Buy |
20,929
+1,098
| +6% | +$15.6K | 0.03% | 300 |
|
2022
Q3 | $235K | Buy |
+19,831
| New | +$235K | 0.02% | 294 |
|
2022
Q2 | – | Sell |
-10,200
| Closed | -$166K | – | 425 |
|
2022
Q1 | $166K | Sell |
10,200
-675,764
| -99% | -$11M | 0.01% | 344 |
|
2021
Q4 | $12.9M | Sell |
685,964
-11,575
| -2% | -$217K | 1.01% | 24 |
|
2021
Q3 | $13.3M | Buy |
697,539
+2,629
| +0.4% | +$50.2K | 0.86% | 36 |
|
2021
Q2 | $13.7M | Sell |
694,910
-1,415
| -0.2% | -$27.9K | 0.9% | 30 |
|
2021
Q1 | $12.4M | Buy |
+696,325
| New | +$12.4M | 0.87% | 37 |
|