Capital Asset Advisory Services’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 |
-10,537
| Closed | -$205K | – | 343 |
|
|
2024
Q2 | $205K | Hold |
10,537
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $281K | Hold |
10,537
| – | – | 0.02% | 252 |
|
|
2023
Q4 | $246K | Sell |
10,537
-237
| -2% | -$5.53K | 0.02% | 266 |
|
|
2023
Q3 | $218K | Sell |
10,774
-2,964
| -22% | -$60K | 0.01% | 293 |
|
|
2023
Q2 | $258K | Hold |
13,738
| – | – | 0.02% | 277 |
|
|
2023
Q1 | $250K | Sell |
13,738
-2,254
| -14% | -$41K | 0.02% | 295 |
|
|
2022
Q4 | $227K | Sell |
15,992
-593
| -4% | -$8.42K | 0.02% | 324 |
|
|
2022
Q3 | $196K | Sell |
16,585
-255
| -2% | -$3.01K | 0.03% | 303 |
|
|
2022
Q2 | $208K | Sell |
16,840
-861
| -5% | -$10.6K | 0.02% | 367 |
|
|
2022
Q1 | $288K | Hold |
17,701
| – | – | 0.03% | 337 |
|
|
2021
Q4 | $332K | Hold |
17,701
| – | – | 0.04% | 308 |
|
|
2021
Q3 | $338K | Sell |
17,701
-2,092
| -11% | -$39.9K | 0.04% | 318 |
|
|
2021
Q2 | $390K | Sell |
19,793
-1,035
| -5% | -$20.4K | 0.04% | 306 |
|
|
2021
Q1 | $371K | Sell |
20,828
-2,032
| -9% | -$36.2K | 0.06% | 313 |
|
|
2020
Q4 | $414K | Sell |
22,860
-1,379
| -6% | -$25K | 0.07% | 232 |
|
|
2020
Q3 | $296K | Sell |
24,239
-509
| -2% | -$6.22K | 0.06% | 241 |
|
|
2020
Q2 | $285K | Sell |
24,748
-629
| -2% | -$7.24K | 0.06% | 267 |
|
|
2020
Q1 | $200K | Sell |
25,377
-1,084
| -4% | -$8.54K | 0.05% | 285 |
|
|
2019
Q4 | $352K | Sell |
26,461
-3,692
| -12% | -$49.1K | 0.08% | 235 |
|
|
2019
Q3 | $390K | Buy |
30,153
+2,959
| +11% | +$38.3K | 0.26% | 69 |
|
|
2019
Q2 | $376K | Buy |
+27,194
| New | +$376K | 0.29% | 61 |
|
|
2019
Q1 | – | Sell |
-34,405
| Closed | -$497K | – | 100 |
|
|
2018
Q4 | $497K | Sell |
34,405
-1,829
| -5% | -$26.4K | 0.48% | 49 |
|
|
2018
Q3 | $634K | Buy |
36,234
+1,213
| +3% | +$21.2K | 0.53% | 44 |
|
|
2018
Q2 | $662K | Sell |
35,021
-1,213
| -3% | -$22.9K | 0.6% | 39 |
|
|
2018
Q1 | $744K | Sell |
36,234
-1,001
| -3% | -$20.6K | 0.69% | 39 |
|
|
2017
Q4 | $664K | Sell |
37,235
-1,540
| -4% | -$27.5K | 0.6% | 41 |
|
|
2017
Q3 | $694K | Buy |
38,775
+436
| +1% | +$7.8K | 0.63% | 40 |
|
|
2017
Q2 | $407K | Hold |
38,339
| – | – | 0.26% | 86 |
|
|
2017
Q1 | $417K | Buy |
+38,339
| New | +$417K | 0.3% | 61 |
|