Osaic Holdings’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.27K | Sell |
823
-74
| -8% | -$994 | ﹤0.01% | 6478 |
|
|
2025
Q4 | $13.5K | Buy |
897
+154
| +21% | +$2.95K | ﹤0.01% | 6145 |
|
|
2025
Q3 | $12K | Buy |
743
+324
| +77% | +$4.58K | ﹤0.01% | 6250 |
|
|
2025
Q2 | $2.6K | Sell |
419
-125
| -23% | -$1.12K | ﹤0.01% | 6840 |
|
|
2025
Q1 | $3.81K | Sell |
544
-190
| -26% | -$2.2K | ﹤0.01% | 6317 |
|
|
2024
Q4 | $8.81K | Sell |
734
-271
| -27% | -$2.33K | ﹤0.01% | 5875 |
|
|
2024
Q3 | $7.03K | Buy |
1,005
+162
| +19% | +$2.55K | ﹤0.01% | 6034 |
|
|
2024
Q2 | $18.7K | Sell |
843
-379
| -31% | -$11.1K | ﹤0.01% | 5391 |
|
|
2024
Q1 | $53.5K | Sell |
1,222
-279
| -19% | -$15.5K | ﹤0.01% | 4703 |
|
|
2023
Q4 | $116K | Sell |
1,501
-270
| -15% | -$18.6K | ﹤0.01% | 4325 |
|
|
2023
Q3 | $150K | Buy |
1,771
+123
| +7% | +$14K | ﹤0.01% | 4209 |
|
|
2023
Q2 | $190K | Buy |
1,648
+506
| +44% | +$50.2K | ﹤0.01% | 3931 |
|
|
2023
Q1 | $128K | Sell |
1,142
-93
| -8% | -$15.8K | ﹤0.01% | 4231 |
|
|
2022
Q4 | $221K | Sell |
1,235
-147
| -11% | -$35.3K | ﹤0.01% | 3766 |
|
|
2022
Q3 | $369K | Sell |
1,382
-125
| -8% | -$32K | ﹤0.01% | 3190 |
|
|
2022
Q2 | $217K | Sell |
1,507
-1,057
| -41% | -$176K | ﹤0.01% | 3716 |
|
|
2022
Q1 | $565K | Buy |
2,564
+959
| +60% | +$223K | ﹤0.01% | 3115 |
|
|
2021
Q4 | $609K | Buy |
1,605
+643
| +67% | +$279K | ﹤0.01% | 2873 |
|
|
2021
Q3 | $461K | Buy |
962
+456
| +90% | +$240K | ﹤0.01% | 3111 |
|
|
2021
Q2 | $367K | Sell |
506
-87
| -15% | -$47.4K | ﹤0.01% | 3321 |
|
|
2021
Q1 | $315K | Buy |
593
+405
| +215% | +$260K | ﹤0.01% | 3333 |
|
|
2020
Q4 | $76K | Buy |
+188
| New | +$47.4K | ﹤0.01% | 4251 |
|
Other funds holding STEM
VCM
GCP
TI
BCM
