Capstone Financial Advisors’s The ONE Group STKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81K | Hold |
20,000
| – | – | ﹤0.01% | 162 |
|
|
2025
Q1 | $59.8K | Hold |
20,000
| – | – | ﹤0.01% | 147 |
|
|
2024
Q4 | $58K | Hold |
20,000
| – | – | ﹤0.01% | 145 |
|
|
2024
Q3 | $73.6K | Buy |
20,000
+10,000
| +100% | +$36.8K | ﹤0.01% | 147 |
|
|
2024
Q2 | $42.5K | Hold |
10,000
| – | – | ﹤0.01% | 150 |
|
|
2024
Q1 | $55.7K | Buy |
+10,000
| New | +$55.7K | ﹤0.01% | 139 |
|
|
2020
Q4 | – | Sell |
-20,000
| Closed | -$40K | – | 124 |
|
|
2020
Q3 | $40K | Buy |
+20,000
| New | +$40K | ﹤0.01% | 108 |
|