Osaic Holdings’s Stem STEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.63K | Buy |
13,925
+13,381
| +2,460% | +$8.3K | ﹤0.01% | 5852 |
|
2025
Q1 | $3.81K | Sell |
544
-190
| -26% | -$1.33K | ﹤0.01% | 6212 |
|
2024
Q4 | $8.81K | Sell |
734
-271
| -27% | -$3.25K | ﹤0.01% | 5801 |
|
2024
Q3 | $7.03K | Buy |
1,005
+162
| +19% | +$1.13K | ﹤0.01% | 5937 |
|
2024
Q2 | $18.7K | Sell |
843
-379
| -31% | -$8.41K | ﹤0.01% | 5344 |
|
2024
Q1 | $53.5K | Sell |
1,222
-279
| -19% | -$12.2K | ﹤0.01% | 4687 |
|
2023
Q4 | $116K | Sell |
1,501
-270
| -15% | -$21K | ﹤0.01% | 4323 |
|
2023
Q3 | $150K | Buy |
1,771
+123
| +7% | +$10.4K | ﹤0.01% | 4209 |
|
2023
Q2 | $190K | Buy |
1,648
+506
| +44% | +$58.2K | ﹤0.01% | 3931 |
|
2023
Q1 | $128K | Sell |
1,142
-93
| -8% | -$10.4K | ﹤0.01% | 4230 |
|
2022
Q4 | $221K | Sell |
1,235
-147
| -11% | -$26.3K | ﹤0.01% | 3765 |
|
2022
Q3 | $369K | Sell |
1,382
-125
| -8% | -$33.4K | ﹤0.01% | 3190 |
|
2022
Q2 | $217K | Sell |
1,507
-1,057
| -41% | -$152K | ﹤0.01% | 3715 |
|
2022
Q1 | $565K | Buy |
2,564
+959
| +60% | +$211K | ﹤0.01% | 3115 |
|
2021
Q4 | $609K | Buy |
1,605
+643
| +67% | +$244K | ﹤0.01% | 2873 |
|
2021
Q3 | $461K | Buy |
962
+456
| +90% | +$219K | ﹤0.01% | 3111 |
|
2021
Q2 | $367K | Sell |
506
-87
| -15% | -$63.1K | ﹤0.01% | 3321 |
|
2021
Q1 | $315K | Buy |
593
+405
| +215% | +$215K | ﹤0.01% | 3331 |
|
2020
Q4 | $76K | Buy |
+188
| New | +$76K | ﹤0.01% | 4241 |
|