Avantax Advisory Services’s StoneCo STNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
97,153
+19,591
| +25% | +$314K | 0.01% | 924 |
|
|
2025
Q1 | $813K | Buy |
77,562
+3,850
| +5% | +$40.3K | ﹤0.01% | 1194 |
|
|
2024
Q4 | $587K | Buy |
+73,712
| New | +$587K | ﹤0.01% | 1344 |
|
|
2024
Q2 | – | Sell |
-11,262
| Closed | -$187K | – | 2124 |
|
|
2024
Q1 | $187K | Sell |
11,262
-3,470
| -24% | -$57.6K | ﹤0.01% | 1548 |
|
|
2023
Q4 | $266K | Buy |
+14,732
| New | +$266K | ﹤0.01% | 1304 |
|
|
2022
Q4 | – | Sell |
-12,286
| Closed | -$117K | – | 1454 |
|
|
2022
Q3 | $117K | Sell |
12,286
-8,120
| -40% | -$77.3K | ﹤0.01% | 1264 |
|
|
2022
Q2 | $157K | Buy |
20,406
+10,182
| +100% | +$78.3K | ﹤0.01% | 1225 |
|
|
2022
Q1 | $120K | Buy |
+10,224
| New | +$120K | ﹤0.01% | 1231 |
|
|
2021
Q3 | – | Sell |
-3,426
| Closed | -$229K | – | 1226 |
|
|
2021
Q2 | $229K | Buy |
+3,426
| New | +$229K | ﹤0.01% | 1020 |
|