Raymond James Financial Services Advisors’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-856
| Closed | -$19K | – | 3520 |
|
|
2024
Q2 | $19K | Sell |
856
-335
| -28% | -$7.44K | ﹤0.01% | 3334 |
|
|
2024
Q1 | $52.1K | Buy |
+1,191
| New | +$52.1K | ﹤0.01% | 3282 |
|
|
2023
Q4 | – | Sell |
-1,085
| Closed | -$92K | – | 3394 |
|
|
2023
Q3 | $92K | Buy |
1,085
+17
| +2% | +$1.44K | ﹤0.01% | 3077 |
|
|
2023
Q2 | $122K | Sell |
1,068
-420
| -28% | -$48K | ﹤0.01% | 3026 |
|
|
2023
Q1 | $169K | Buy |
1,488
+437
| +42% | +$49.6K | ﹤0.01% | 2955 |
|
|
2022
Q4 | $188K | Sell |
1,051
-600
| -36% | -$107K | ﹤0.01% | 2880 |
|
|
2022
Q3 | $440K | Sell |
1,651
-1,892
| -53% | -$504K | ﹤0.01% | 2326 |
|
|
2022
Q2 | $507K | Buy |
3,543
+2,257
| +176% | +$323K | ﹤0.01% | 2260 |
|
|
2022
Q1 | $283K | Buy |
+1,286
| New | +$283K | ﹤0.01% | 2742 |
|
|
2021
Q4 | – | Sell |
-520
| Closed | -$248K | – | 3343 |
|
|
2021
Q3 | $248K | Buy |
520
+90
| +21% | +$42.9K | ﹤0.01% | 2818 |
|
|
2021
Q2 | $310K | Buy |
+430
| New | +$310K | ﹤0.01% | 2696 |
|