Cetera Investment Advisers’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-175,250
| Closed | -$61.4K | – | 4151 |
|
|
2025
Q1 | $61.4K | Buy |
175,250
+82,100
| +88% | +$28.8K | ﹤0.01% | 3835 |
|
|
2024
Q4 | $56.2K | Buy |
93,150
+416
| +0.4% | +$253 | ﹤0.01% | 3643 |
|
|
2024
Q3 | $32.3K | Sell |
92,734
-2,240
| -2% | -$780 | ﹤0.01% | 3627 |
|
|
2024
Q2 | $105K | Buy |
94,974
+4,374
| +5% | +$4.86K | ﹤0.01% | 3505 |
|
|
2024
Q1 | $198K | Buy |
90,600
+18,780
| +26% | +$41.1K | ﹤0.01% | 3356 |
|
|
2023
Q4 | $279K | Buy |
71,820
+2,000
| +3% | +$7.76K | ﹤0.01% | 1824 |
|
|
2023
Q3 | $296K | Sell |
69,820
-640
| -0.9% | -$2.71K | ﹤0.01% | 1737 |
|
|
2023
Q2 | $403K | Sell |
70,460
-1,800
| -2% | -$10.3K | ﹤0.01% | 1570 |
|
|
2023
Q1 | $410K | Buy |
72,260
+3,850
| +6% | +$21.8K | ﹤0.01% | 1535 |
|
|
2022
Q4 | $612K | Sell |
68,410
-5,571
| -8% | -$49.7K | 0.01% | 1266 |
|
|
2022
Q3 | $987K | Sell |
73,981
-995
| -1% | -$13.3K | 0.02% | 722 |
|
|
2022
Q2 | $537K | Buy |
74,976
+4,848
| +7% | +$34.8K | 0.01% | 1059 |
|
|
2022
Q1 | $772K | Buy |
70,128
+8,050
| +13% | +$88.5K | 0.01% | 912 |
|
|
2021
Q4 | $1.18M | Buy |
62,078
+10,126
| +19% | +$192K | 0.02% | 756 |
|
|
2021
Q3 | $1.24M | Buy |
+51,952
| New | +$1.24M | 0.02% | 699 |
|