Allworth Financial’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324 | Buy |
52
+1
| +2% | +$6 | ﹤0.01% | 4223 |
|
|
2025
Q1 | $413 | Hold |
51
| – | – | ﹤0.01% | 3722 |
|
|
2024
Q4 | $664 | Sell |
51
-116
| -69% | -$1.51K | ﹤0.01% | 3521 |
|
|
2024
Q3 | $1.16K | Hold |
167
| – | – | ﹤0.01% | 3169 |
|
|
2024
Q2 | $4.1K | Sell |
167
-47
| -22% | -$1.15K | ﹤0.01% | 2598 |
|
|
2024
Q1 | $9.39K | Sell |
214
-5
| -2% | -$219 | ﹤0.01% | 2137 |
|
|
2023
Q4 | $17K | Buy |
219
+161
| +278% | +$12.5K | ﹤0.01% | 1730 |
|
|
2023
Q3 | $4.92K | Hold |
58
| – | – | ﹤0.01% | 2109 |
|
|
2023
Q2 | $6.64K | Buy |
58
+2
| +4% | +$229 | ﹤0.01% | 1997 |
|
|
2023
Q1 | $6.32K | Buy |
56
+10
| +22% | +$1.13K | ﹤0.01% | 1945 |
|
|
2022
Q4 | $8.18K | Buy |
46
+5
| +12% | +$889 | ﹤0.01% | 1747 |
|
|
2022
Q3 | $11K | Hold |
41
| – | – | ﹤0.01% | 1634 |
|
|
2022
Q2 | $6K | Sell |
41
-1
| -2% | -$146 | ﹤0.01% | 1726 |
|
|
2022
Q1 | $9K | Buy |
+42
| New | +$9K | ﹤0.01% | 1523 |
|