TrinityPoint Wealth’s StoneCo STNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,741
| Closed | -$195K | – | 328 |
|
|
2024
Q1 | $195K | Buy |
11,741
+45
| +0.4% | +$747 | 0.03% | 300 |
|
|
2023
Q4 | $211K | Buy |
11,696
+1,167
| +11% | +$21K | 0.04% | 283 |
|
|
2023
Q3 | $112K | Buy |
+10,529
| New | +$112K | 0.02% | 282 |
|
|
2022
Q4 | – | Sell |
-14,998
| Closed | -$143K | – | 295 |
|
|
2022
Q3 | $143K | Buy |
14,998
+2,550
| +20% | +$24.3K | 0.03% | 268 |
|
|
2022
Q2 | $96K | Buy |
+12,448
| New | +$96K | 0.02% | 271 |
|