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