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