LPL Financial’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,360
| Closed | -$9.53K | – | 5489 |
|
|
2025
Q1 | $9.53K | Buy |
1,360
+267
| +24% | +$1.87K | ﹤0.01% | 5182 |
|
|
2024
Q4 | $13.2K | Buy |
+1,093
| New | +$13.2K | ﹤0.01% | 5111 |
|
|
2024
Q3 | – | Sell |
-688
| Closed | -$15.3K | – | 5147 |
|
|
2024
Q2 | $15.3K | Sell |
688
-638
| -48% | -$14.2K | ﹤0.01% | 4845 |
|
|
2024
Q1 | $58.1K | Sell |
1,326
-246
| -16% | -$10.8K | ﹤0.01% | 4677 |
|
|
2023
Q4 | $122K | Sell |
1,572
-436
| -22% | -$33.8K | ﹤0.01% | 4452 |
|
|
2023
Q3 | $170K | Sell |
2,008
-2,675
| -57% | -$227K | ﹤0.01% | 4236 |
|
|
2023
Q2 | $536K | Buy |
4,683
+862
| +23% | +$98.6K | ﹤0.01% | 3355 |
|
|
2023
Q1 | $433K | Buy |
3,821
+354
| +10% | +$40.1K | ﹤0.01% | 3431 |
|
|
2022
Q4 | $620K | Sell |
3,467
-47
| -1% | -$8.4K | ﹤0.01% | 3050 |
|
|
2022
Q3 | $938K | Sell |
3,514
-1,247
| -26% | -$333K | ﹤0.01% | 2586 |
|
|
2022
Q2 | $682K | Buy |
+4,761
| New | +$682K | ﹤0.01% | 2905 |
|
|
2022
Q1 | – | Sell |
-4,288
| Closed | -$1.63M | – | 4356 |
|
|
2021
Q4 | $1.63M | Buy |
4,288
+651
| +18% | +$247K | ﹤0.01% | 2238 |
|
|
2021
Q3 | $1.74M | Buy |
3,637
+1,268
| +54% | +$606K | ﹤0.01% | 2148 |
|
|
2021
Q2 | $1.71M | Buy |
+2,369
| New | +$1.71M | ﹤0.01% | 2101 |
|