SFMG Wealth Advisors’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 |
-236,493
| Closed | -$3.32M | – | 288 |
|
|
2024
Q3 | $3.32M | Sell |
236,493
-2,266
| -0.9% | -$31.8K | 0.27% | 45 |
|
|
2024
Q2 | $4.74M | Buy |
238,759
+1,090
| +0.5% | +$21.6K | 0.41% | 34 |
|
|
2024
Q1 | $6.73M | Buy |
237,669
+896
| +0.4% | +$25.4K | 0.58% | 23 |
|
|
2023
Q4 | $5.52M | Buy |
236,773
+3,370
| +1% | +$78.6K | 0.51% | 26 |
|
|
2023
Q3 | $4.47M | Buy |
233,403
+11,618
| +5% | +$222K | 0.46% | 28 |
|
|
2023
Q2 | $3.89M | Buy |
+221,785
| New | +$3.89M | 0.4% | 33 |
|