United Capital Financial Advisors’s Stellantis STLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-14,723
| Closed | -$192K | – | 1099 |
|
2024
Q4 | $192K | Buy |
14,723
+2,798
| +23% | +$36.5K | ﹤0.01% | 1017 |
|
2024
Q3 | $168K | Sell |
11,925
-130,731
| -92% | -$1.84M | ﹤0.01% | 1020 |
|
2024
Q2 | $2.83M | Buy |
142,656
+7,923
| +6% | +$157K | 0.02% | 340 |
|
2024
Q1 | $3.81M | Buy |
+134,733
| New | +$3.81M | 0.03% | 319 |
|
2020
Q1 | – | Sell |
-10,740
| Closed | -$158K | – | 1339 |
|
2019
Q4 | $158K | Buy |
+10,740
| New | +$158K | ﹤0.01% | 1292 |
|
2019
Q1 | – | Sell |
-198,966
| Closed | -$2.88M | – | 1378 |
|
2018
Q4 | $2.88M | Sell |
198,966
-12,134
| -6% | -$175K | 0.02% | 480 |
|
2018
Q3 | $3.7M | Buy |
211,100
+33,541
| +19% | +$587K | 0.03% | 491 |
|
2018
Q2 | $3.35M | Buy |
177,559
+17,838
| +11% | +$337K | 0.03% | 488 |
|
2018
Q1 | $3.28M | Buy |
159,721
+132,022
| +477% | +$2.71M | 0.03% | 481 |
|
2017
Q4 | $494K | Buy |
27,699
+1,000
| +4% | +$17.8K | ﹤0.01% | 969 |
|
2017
Q3 | $478K | Buy |
+26,699
| New | +$478K | ﹤0.01% | 973 |
|
2016
Q1 | – | Sell |
-112,706
| Closed | -$1.03M | – | 1272 |
|
2015
Q4 | $1.03M | Buy |
+112,706
| New | +$1.03M | 0.01% | 690 |
|