HBK Sorce Advisory’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,078
| Closed | -$368K | – | 452 |
|
|
2019
Q4 | $368K | Sell |
25,078
-77
| -0.3% | -$1.13K | 0.03% | 314 |
|
|
2019
Q3 | $326K | Hold |
25,155
| – | – | 0.03% | 311 |
|
|
2019
Q2 | $348K | Buy |
25,155
+155
| +0.6% | +$2.14K | 0.03% | 302 |
|
|
2019
Q1 | $371K | Hold |
25,000
| – | – | 0.04% | 293 |
|
|
2018
Q4 | $362K | Hold |
25,000
| – | – | 0.04% | 268 |
|
|
2018
Q3 | $438K | Hold |
25,000
| – | – | 0.05% | 242 |
|
|
2018
Q2 | $472K | Hold |
25,000
| – | – | 0.05% | 236 |
|
|
2018
Q1 | $513K | Hold |
25,000
| – | – | 0.06% | 206 |
|
|
2017
Q4 | $446K | Buy |
+25,000
| New | +$446K | 0.05% | 240 |
|