Sweet Financial Partners’s Stellantis STLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$156K	Buy	11,100 +750	+7%	+$12.7K	0.03%	193
2024 Q2	$205K	Sell	10,350 -5,240	-34%	-$121K	0.05%	184
2024 Q1	$441K	Sell	15,590 -6,260	-29%	-$156K	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%	-$264K	0.1%	126
2023 Q1	$684K	Hold	37,600	–	–	0.19%	84
2022 Q4	$534K	Buy	37,600 +1,500	+4%	+$20.9K	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%	+$240K	0.16%	84
2021 Q4	$431K	Buy	+23,000	New	+$443K	0.18%	82