JFS Wealth Advisors’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-749
| Closed | -$8.4K | – | 1959 |
|
|
2025
Q1 | $8.4K | Sell |
749
-159
| -18% | -$1.78K | ﹤0.01% | 933 |
|
|
2024
Q4 | $11.9K | Sell |
908
-130
| -13% | -$1.7K | ﹤0.01% | 804 |
|
|
2024
Q3 | $14.6K | Sell |
1,038
-70
| -6% | -$984 | ﹤0.01% | 726 |
|
|
2024
Q2 | $22K | Hold |
1,108
| – | – | ﹤0.01% | 583 |
|
|
2024
Q1 | $31.4K | Hold |
1,108
| – | – | ﹤0.01% | 521 |
|
|
2023
Q4 | $25.8K | Hold |
1,108
| – | – | ﹤0.01% | 532 |
|
|
2023
Q3 | $21.2K | Buy |
1,108
+9
| +0.8% | +$172 | ﹤0.01% | 533 |
|
|
2023
Q2 | $19.3K | Buy |
1,099
+61
| +6% | +$1.07K | ﹤0.01% | 561 |
|
|
2023
Q1 | $18.9K | Hold |
1,038
| – | – | ﹤0.01% | 552 |
|
|
2022
Q4 | $14.7K | Sell |
1,038
-372
| -26% | -$5.28K | ﹤0.01% | 598 |
|
|
2022
Q3 | $17K | Buy |
1,410
+755
| +115% | +$9.1K | ﹤0.01% | 613 |
|
|
2022
Q2 | $8K | Buy |
655
+407
| +164% | +$4.97K | ﹤0.01% | 843 |
|
|
2022
Q1 | $4K | Hold |
248
| – | – | ﹤0.01% | 1178 |
|
|
2021
Q4 | $5K | Buy |
+248
| New | +$5K | ﹤0.01% | 815 |
|