Capstone Financial Advisors’s The ONE Group STKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.4K | Buy |
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|
2025
Q4 | $35K | Hold |
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|
2025
Q3 | $59.2K | Hold |
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|
2025
Q2 | $81K | Hold |
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|
2025
Q1 | $59.8K | Hold |
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|
2024
Q4 | $58K | Hold |
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|
2024
Q3 | $73.6K | Buy |
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|
2024
Q2 | $42.5K | Hold |
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|
2024
Q1 | $55.7K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $40K | Buy |
|