KFA
Kelleher Financial Advisors’s Stellantis STLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,275
| Closed | -$350K | – | 120 |
|
|
2024
Q3 | $350K | Sell |
25,275
-2,150
| -8% | -$29.8K | 0.13% | 89 |
|
|
2024
Q2 | $543K | Hold |
27,425
| – | – | 0.22% | 61 |
|
|
2024
Q1 | $780K | Buy |
27,425
+1,000
| +4% | +$28.5K | 0.32% | 47 |
|
|
2023
Q4 | $617K | Hold |
26,425
| – | – | 0.29% | 51 |
|
|
2023
Q3 | $509K | Sell |
26,425
-3,000
| -10% | -$57.8K | 0.26% | 58 |
|
|
2023
Q2 | $516K | Hold |
29,425
| – | – | 0.3% | 63 |
|
|
2023
Q1 | $535K | Sell |
29,425
-250
| -0.8% | -$4.54K | 0.35% | 54 |
|
|
2022
Q4 | $420K | Hold |
29,675
| – | – | 0.32% | 59 |
|
|
2022
Q3 | $356K | Buy |
+29,675
| New | +$356K | 0.26% | 71 |
|
|
2020
Q4 | – | Sell |
-10,891
| Closed | -$133K | – | 110 |
|
|
2020
Q3 | $133K | Sell |
10,891
-5,950
| -35% | -$72.7K | 0.11% | 95 |
|
|
2020
Q2 | $172K | Sell |
16,841
-15,450
| -48% | -$158K | 0.17% | 93 |
|
|
2020
Q1 | $232K | Buy |
32,291
+1,000
| +3% | +$7.19K | 0.28% | 73 |
|
|
2019
Q4 | $459K | Sell |
31,291
-332
| -1% | -$4.87K | 0.46% | 53 |
|
|
2019
Q3 | $409K | Sell |
31,623
-850
| -3% | -$11K | 0.5% | 49 |
|
|
2019
Q2 | $448K | Buy |
+32,473
| New | +$448K | 0.55% | 46 |
|
|
2018
Q4 | $422K | Hold |
29,250
| – | – | 0.68% | 42 |
|
|
2018
Q3 | $512K | Hold |
29,250
| – | – | 0.67% | 41 |
|
|
2018
Q2 | $552K | Hold |
29,250
| – | – | 0.79% | 35 |
|
|
2018
Q1 | $600K | Buy |
29,250
+250
| +0.9% | +$5.13K | 0.82% | 32 |
|
|
2017
Q4 | $517K | Hold |
29,000
| – | – | 0.82% | 37 |
|
|
2017
Q3 | $519K | Buy |
+29,000
| New | +$519K | 1.09% | 29 |
|