Gideon Capital Advisors’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-10,935
| Closed | -$142K | – | 375 |
|
2019
Q3 | $142K | Sell |
10,935
-45,839
| -81% | -$595K | 0.05% | 278 |
|
2019
Q2 | $785K | Buy |
56,774
+23,176
| +69% | +$320K | 0.27% | 137 |
|
2019
Q1 | $499K | Buy |
33,598
+18,491
| +122% | +$275K | 0.18% | 169 |
|
2018
Q4 | $218K | Buy |
+15,107
| New | +$218K | 0.09% | 334 |
|
2018
Q1 | – | Sell |
-22,842
| Closed | -$408K | – | 459 |
|
2017
Q4 | $408K | Buy |
+22,842
| New | +$408K | 0.36% | 81 |
|
2017
Q3 | – | Sell |
-15,549
| Closed | -$165K | – | 371 |
|
2017
Q2 | $165K | Sell |
15,549
-16,663
| -52% | -$177K | 0.18% | 238 |
|
2017
Q1 | $351K | Buy |
+32,212
| New | +$351K | 0.21% | 193 |
|
2016
Q3 | – | Sell |
-11,598
| Closed | -$71K | – | 274 |
|
2016
Q2 | $71K | Buy |
+11,598
| New | +$71K | 0.04% | 190 |
|