Sweet Financial Partners’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $156K | Buy |
11,100
+750
| +7% | +$10.5K | 0.03% | 193 |
|
|
2024
Q2 | $205K | Sell |
10,350
-5,240
| -34% | -$104K | 0.05% | 184 |
|
|
2024
Q1 | $441K | Sell |
15,590
-6,260
| -29% | -$177K | 0.1% | 132 |
|
|
2023
Q4 | $510K | Hold |
21,850
| – | – | 0.12% | 119 |
|
|
2023
Q3 | $418K | Hold |
21,850
| – | – | 0.11% | 118 |
|
|
2023
Q2 | $383K | Sell |
21,850
-15,750
| -42% | -$276K | 0.1% | 124 |
|
|
2023
Q1 | $684K | Hold |
37,600
| – | – | 0.19% | 84 |
|
|
2022
Q4 | $534K | Buy |
37,600
+1,500
| +4% | +$21.3K | 0.16% | 95 |
|
|
2022
Q3 | $427K | Hold |
36,100
| – | – | 0.14% | 101 |
|
|
2022
Q2 | $446K | Hold |
36,100
| – | – | 0.14% | 97 |
|
|
2022
Q1 | $587K | Buy |
36,100
+13,100
| +57% | +$213K | 0.16% | 84 |
|
|
2021
Q4 | $431K | Buy |
+23,000
| New | +$431K | 0.18% | 82 |
|