Charles Schwab’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,203
| Closed | -$156K | – | 3571 |
|
|
2025
Q1 | $156K | Buy |
22,203
+4,000
| +22% | +$28K | ﹤0.01% | 3290 |
|
|
2024
Q4 | $220K | Hold |
18,203
| – | – | ﹤0.01% | 3313 |
|
|
2024
Q3 | $127K | Sell |
18,203
-43,354
| -70% | -$302K | ﹤0.01% | 3371 |
|
|
2024
Q2 | $1.37M | Buy |
61,557
+2,762
| +5% | +$61.3K | ﹤0.01% | 2822 |
|
|
2024
Q1 | $2.58M | Buy |
58,795
+8,818
| +18% | +$386K | ﹤0.01% | 2521 |
|
|
2023
Q4 | $3.88M | Sell |
49,977
-6,413
| -11% | -$498K | ﹤0.01% | 2412 |
|
|
2023
Q3 | $4.78M | Buy |
56,390
+1,950
| +4% | +$165K | ﹤0.01% | 2283 |
|
|
2023
Q2 | $6.23M | Buy |
54,440
+442
| +0.8% | +$50.6K | ﹤0.01% | 2144 |
|
|
2023
Q1 | $6.12M | Buy |
53,998
+130
| +0.2% | +$14.7K | ﹤0.01% | 2111 |
|
|
2022
Q4 | $9.63M | Buy |
53,868
+1,391
| +3% | +$249K | ﹤0.01% | 1878 |
|
|
2022
Q3 | $14M | Buy |
52,477
+3,512
| +7% | +$937K | 0.01% | 1631 |
|
|
2022
Q2 | $7.01M | Buy |
48,965
+2,612
| +6% | +$374K | ﹤0.01% | 2013 |
|
|
2022
Q1 | $10.2M | Buy |
46,353
+3,202
| +7% | +$705K | ﹤0.01% | 1944 |
|
|
2021
Q4 | $16.4M | Buy |
43,151
+10,609
| +33% | +$4.03M | ﹤0.01% | 1729 |
|
|
2021
Q3 | $15.5M | Sell |
32,542
-253
| -0.8% | -$121K | 0.01% | 1762 |
|
|
2021
Q2 | $23.6M | Buy |
+32,795
| New | +$23.6M | 0.01% | 1459 |
|