Sunbelt Securities’s Stem STEM Stock Holding History

Sunbelt Securities’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21	Buy
2025 Q1	–	Sell
2024 Q4	$176	Hold
2024 Q3	$82	Buy
2024 Q2	$222	Hold
2024 Q1	$438	Hold
2023 Q4	$776	Hold
2023 Q3	$848	Hold
2023 Q2	$1.14K	Buy