Ballentine Partners’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
31,981
+14,189
| +80% | +$142K | ﹤0.01% | 663 |
|
|
2025
Q1 | $199K | Buy |
17,792
+1,317
| +8% | +$14.8K | ﹤0.01% | 810 |
|
|
2024
Q4 | $215K | Sell |
16,475
-864
| -5% | -$11.3K | ﹤0.01% | 756 |
|
|
2024
Q3 | $243K | Sell |
17,339
-2,890
| -14% | -$40.6K | ﹤0.01% | 668 |
|
|
2024
Q2 | $401K | Buy |
20,229
+408
| +2% | +$8.1K | 0.01% | 458 |
|
|
2024
Q1 | $561K | Buy |
19,821
+2,098
| +12% | +$59.4K | 0.01% | 368 |
|
|
2023
Q4 | $413K | Buy |
17,723
+3,209
| +22% | +$74.8K | 0.01% | 415 |
|
|
2023
Q3 | $278K | Buy |
14,514
+736
| +5% | +$14.1K | 0.01% | 459 |
|
|
2023
Q2 | $242K | Buy |
13,778
+1,578
| +13% | +$27.7K | 0.01% | 501 |
|
|
2023
Q1 | $222K | Buy |
12,200
+193
| +2% | +$3.51K | 0.01% | 496 |
|
|
2022
Q4 | $170K | Sell |
12,007
-2,524
| -17% | -$35.8K | 0.01% | 472 |
|
|
2022
Q3 | $172K | Buy |
14,531
+4,402
| +43% | +$52.1K | 0.01% | 445 |
|
|
2022
Q2 | $125K | Buy |
+10,129
| New | +$125K | ﹤0.01% | 416 |
|
|
2019
Q1 | – | Sell |
-10,410
| Closed | -$150K | – | 346 |
|
|
2018
Q4 | $150K | Sell |
10,410
-254
| -2% | -$3.66K | 0.01% | 315 |
|
|
2018
Q3 | $186K | Buy |
10,664
+133
| +1% | +$2.32K | 0.01% | 337 |
|
|
2018
Q2 | $199K | Sell |
10,531
-177
| -2% | -$3.35K | 0.01% | 320 |
|
|
2018
Q1 | $220K | Hold |
10,708
| – | – | 0.01% | 312 |
|
|
2017
Q4 | $191K | Buy |
+10,708
| New | +$191K | 0.01% | 344 |
|
|
2017
Q3 | – | Sell |
-10,161
| Closed | -$117K | – | 449 |
|
|
2017
Q2 | $117K | Buy |
+10,161
| New | +$117K | 0.01% | 374 |
|