CAPTRUST Financial Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $10.6K | Buy |
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|
2024
Q4 | $7.97K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $210K | Sell |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | $742K | Buy |
|
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|
2022
Q4 | $1.01M | Sell |
|
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|
2022
Q3 | $1.71M | Buy |
|
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|
2022
Q2 | $914K | Sell |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $3.85M | Buy |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | $1.57M | Buy |
|