Valeo 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 |
-10,215
| Closed | -$133K | – | 717 |
|
|
2024
Q4 | $133K | Buy |
+10,215
| New | +$133K | ﹤0.01% | 660 |
|
|
2021
Q1 | – | Sell |
-899
| Closed | -$16K | – | 2078 |
|
|
2020
Q4 | $16K | Hold |
899
| – | – | ﹤0.01% | 1067 |
|
|
2020
Q3 | $11K | Sell |
899
-177
| -16% | -$2.17K | ﹤0.01% | 1027 |
|
|
2020
Q2 | $11K | Hold |
1,076
| – | – | ﹤0.01% | 1192 |
|
|
2020
Q1 | $9K | Buy |
1,076
+1,000
| +1,316% | +$8.36K | ﹤0.01% | 1094 |
|
|
2019
Q4 | $1K | Sell |
76
-55
| -42% | -$724 | ﹤0.01% | 1559 |
|
|
2019
Q3 | $2K | Hold |
131
| – | – | ﹤0.01% | 1398 |
|
|
2019
Q2 | $2K | Hold |
131
| – | – | ﹤0.01% | 1426 |
|
|
2019
Q1 | $2K | Buy |
131
+5
| +4% | +$76 | ﹤0.01% | 1384 |
|
|
2018
Q4 | $2K | Hold |
126
| – | – | ﹤0.01% | 1313 |
|
|
2018
Q3 | $2K | Hold |
126
| – | – | ﹤0.01% | 1504 |
|
|
2018
Q2 | $2K | Hold |
126
| – | – | ﹤0.01% | 1375 |
|
|
2018
Q1 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 1271 |
|