KMG Fiduciary Partners’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-82,083
| Closed | -$1.15M | – | 279 |
|
2024
Q3 | $1.15M | Buy |
82,083
+6,632
| +9% | +$93.2K | 0.1% | 162 |
|
2024
Q2 | $1.5M | Buy |
75,451
+5,323
| +8% | +$106K | 0.15% | 121 |
|
2024
Q1 | $1.98M | Buy |
70,128
+1,529
| +2% | +$43.3K | 0.21% | 100 |
|
2023
Q4 | $1.6M | Buy |
+68,599
| New | +$1.6M | 0.19% | 113 |
|