James Investment Research’s Stellantis STLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-143	Closed	-$3K	–	499
2023 Q1	$3K	Hold	143	–	–	﹤0.01%	525
2022 Q4	$2K	Sell	143 -1,280	-90%	-$17.8K	﹤0.01%	540
2022 Q3	$17K	Hold	1,423	–	–	﹤0.01%	449
2022 Q2	$18K	Sell	1,423 -141	-9%	-$1.99K	﹤0.01%	432
2022 Q1	$25K	Buy	1,564 +260	+20%	+$4.75K	﹤0.01%	404
2021 Q4	$24K	Sell	1,304 -7,112	-85%	-$137K	﹤0.01%	423
2021 Q3	$161K	Buy	8,416 +6,915	+461%	+$137K	0.02%	294
2021 Q2	$30K	Buy	+1,501	New	+$28.2K	﹤0.01%	422
2019 Q2	–	Sell	-1,255	Closed	-$19K	–	783
2019 Q1	$19K	Sell	1,255 -21,973	-95%	-$338K	﹤0.01%	702
2018 Q4	$336K	Sell	23,228 -12,705	-35%	-$205K	0.02%	494
2018 Q3	$629K	Sell	35,933 -85,105	-70%	-$1.5M	0.03%	497
2018 Q2	$2.29M	Buy	121,038 +2,575	+2%	+$56.4K	0.09%	258
2018 Q1	$2.43M	Sell	118,463 -9,720	-8%	-$213K	0.09%	219
2017 Q4	$2.29M	Sell	128,183 -12,557	-9%	-$221K	0.08%	229
2017 Q3	$2.52M	Buy	140,740 +19,517	+16%	+$270K	0.08%	192
2017 Q2	$1.28M	Buy	+121,223	New	+$1.29M	0.04%	338