Creative Planning’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
224,488
+89,105
| +66% | +$894K | ﹤0.01% | 1227 |
|
|
2025
Q1 | $1.52M | Sell |
135,383
-55,848
| -29% | -$626K | ﹤0.01% | 1385 |
|
|
2024
Q4 | $2.5M | Buy |
191,231
+77,525
| +68% | +$1.01M | ﹤0.01% | 997 |
|
|
2024
Q3 | $1.6M | Sell |
113,706
-111,037
| -49% | -$1.56M | ﹤0.01% | 1206 |
|
|
2024
Q2 | $4.46M | Buy |
224,743
+3,129
| +1% | +$62.1K | ﹤0.01% | 659 |
|
|
2024
Q1 | $6.27M | Buy |
221,614
+92,770
| +72% | +$2.63M | 0.01% | 539 |
|
|
2023
Q4 | $3M | Buy |
128,844
+19,052
| +17% | +$444K | 0.01% | 740 |
|
|
2023
Q3 | $2.1M | Buy |
109,792
+20,031
| +22% | +$383K | ﹤0.01% | 830 |
|
|
2023
Q2 | $1.57M | Buy |
89,761
+14,396
| +19% | +$253K | ﹤0.01% | 920 |
|
|
2023
Q1 | $1.37M | Buy |
75,365
+15,203
| +25% | +$277K | ﹤0.01% | 926 |
|
|
2022
Q4 | $854K | Buy |
60,162
+32,961
| +121% | +$468K | ﹤0.01% | 1111 |
|
|
2022
Q3 | $322K | Buy |
27,201
+3,680
| +16% | +$43.6K | ﹤0.01% | 1602 |
|
|
2022
Q2 | $291K | Buy |
23,521
+23,311
| +11,100% | +$288K | ﹤0.01% | 1626 |
|
|
2022
Q1 | $3K | Buy |
+210
| New | +$3K | ﹤0.01% | 2228 |
|
|
2021
Q2 | – | Sell |
-10,836
| Closed | -$193K | – | 2303 |
|
|
2021
Q1 | $193K | Sell |
10,836
-3,175
| -23% | -$56.6K | ﹤0.01% | 2069 |
|
|
2020
Q4 | $253K | Sell |
14,011
-595
| -4% | -$10.7K | ﹤0.01% | 1700 |
|
|
2020
Q3 | $178K | Buy |
+14,606
| New | +$178K | ﹤0.01% | 1680 |
|
|
2019
Q4 | – | Sell |
-12,048
| Closed | -$156K | – | 1948 |
|
|
2019
Q3 | $156K | Sell |
12,048
-2,565
| -18% | -$33.2K | ﹤0.01% | 1649 |
|
|
2019
Q2 | $202K | Buy |
14,613
+1,424
| +11% | +$19.7K | ﹤0.01% | 1609 |
|
|
2019
Q1 | $196K | Sell |
13,189
-10,356
| -44% | -$154K | ﹤0.01% | 1583 |
|
|
2018
Q4 | $340K | Sell |
23,545
-2,318
| -9% | -$33.5K | ﹤0.01% | 1159 |
|
|
2018
Q3 | $453K | Buy |
25,863
+1,116
| +5% | +$19.5K | ﹤0.01% | 1126 |
|
|
2018
Q2 | $467K | Buy |
24,747
+172
| +0.7% | +$3.25K | ﹤0.01% | 1095 |
|
|
2018
Q1 | $504K | Buy |
24,575
+1,138
| +5% | +$23.3K | ﹤0.01% | 1073 |
|
|
2017
Q4 | $418K | Sell |
23,437
-3,332
| -12% | -$59.4K | ﹤0.01% | 1166 |
|
|
2017
Q3 | $479K | Buy |
26,769
+734
| +3% | +$13.1K | ﹤0.01% | 1068 |
|
|
2017
Q2 | $276K | Buy |
26,035
+1,360
| +6% | +$14.4K | ﹤0.01% | 1327 |
|
|
2017
Q1 | $269K | Buy |
24,675
+6,309
| +34% | +$68.8K | ﹤0.01% | 1315 |
|
|
2016
Q4 | $167K | Hold |
18,366
| – | – | ﹤0.01% | 1498 |
|
|
2016
Q3 | $117K | Buy |
18,366
+1,948
| +12% | +$12.4K | ﹤0.01% | 1732 |
|
|
2016
Q2 | $100K | Buy |
16,418
+927
| +6% | +$5.65K | ﹤0.01% | 1675 |
|
|
2016
Q1 | $124K | Sell |
15,491
-57,440
| -79% | -$460K | ﹤0.01% | 1497 |
|
|
2015
Q4 | $665K | Buy |
72,931
+62,809
| +621% | +$573K | 0.01% | 638 |
|
|
2015
Q3 | $87K | Buy |
+10,122
| New | +$87K | ﹤0.01% | 1660 |
|
|
2015
Q2 | – | Sell |
-5,253
| Closed | -$56K | – | 2651 |
|
|
2015
Q1 | $56K | Sell |
5,253
-2,814
| -35% | -$30K | ﹤0.01% | 1937 |
|
|
2014
Q4 | $61K | Buy |
+8,067
| New | +$61K | ﹤0.01% | 1856 |
|