Allworth Financial’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324 | Buy |
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|
2025
Q1 | $413 | Hold |
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|
2024
Q4 | $664 | Sell |
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|
2024
Q3 | $1.16K | Hold |
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|
2024
Q2 | $4.1K | Sell |
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|
2024
Q1 | $9.38K | Sell |
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|
2023
Q4 | $17K | Buy |
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|
2023
Q3 | $4.92K | Hold |
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|
2023
Q2 | $6.64K | Buy |
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|
2023
Q1 | $6.32K | Buy |
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|
2022
Q4 | $8.18K | Buy |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $9K | Buy |
|