Advisor Group Holdings, Inc. Stem, Inc. Transaction History

Advisor Group Holdings, Inc.

$44.4 Billion
Q2 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Stem, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 13,875 shares of STEM stock, worth $196,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,875

Previous 10,886 27.46%

Holding current value

$196,747

Previous $3,000 2766.67%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$0.29 - $7.44 $866 - $22,238	2,989 Added 27.46%	13,875 $86,000
Q1 2025 May 12, 2025	SELL	$0.35 - $1.22 $3,222 - $11,233	-9,208 Reduced 45.82%	10,886 $3,000
Q4 2024 Jun 06, 2025	BUY	$0.32 - $0.75 $1,214 - $2,845	3,794 Added 34.85%	14,680 $8,000
Q3 2024 Nov 13, 2024	BUY	$0.31 - $1.52 $1,002 - $4,914	3,233 Added 19.17%	20,094 $7,000
Q2 2024 Aug 13, 2024	SELL	$1.1 - $2.11 $8,346 - $16,010	-7,588 Reduced 31.04%	16,861 $18,000
Q1 2024 May 10, 2024	SELL	$1.78 - $3.74 $9,921 - $20,846	-5,574 Reduced 18.57%	24,449 $53,000
Q4 2023 Feb 12, 2024	SELL	$2.4 - $4.14 $12,940 - $22,322	-5,392 Reduced 15.23%	30,023 $116,000
Q3 2023 Nov 13, 2023	BUY	$4.06 - $7.34 $9,959 - $18,005	2,453 Added 7.44%	35,415 $150,000
Q2 2023 Aug 10, 2023	BUY	$3.8 - $6.54 $38,452 - $66,178	10,119 Added 44.3%	32,962 $188,000
Q1 2023 May 12, 2023	SELL	$5.5 - $10.75 $10,219 - $19,973	-1,858 Reduced 7.52%	22,843 $129,000
Q4 2022 Feb 10, 2023	SELL	$8.33 - $14.16 $24,456 - $41,573	-2,936 Reduced 10.62%	24,701 $220,000
Q3 2022 Nov 14, 2022	SELL	$7.15 - $17.42 $17,953 - $43,741	-2,511 Reduced 8.33%	27,637 $369,000
Q2 2022 Aug 10, 2022	SELL	$6.27 - $12.15 $132,453 - $256,668	-21,125 Reduced 41.2%	30,148 $217,000
Q1 2022 May 04, 2022	BUY	$7.49 - $19.24 $239,919 - $616,295	32,032 Added 166.48%	51,273 $565,000
Q3 2021 Nov 05, 2021	BUY	$21.34 - $37.0 $194,834 - $337,810	9,130 Added 90.3%	19,241 $461,000
Q2 2021 Aug 02, 2021	BUY	$16.38 - $36.81 $165,618 - $372,185	10,111 New	10,111 $367,000

Others Institutions Holding STEM

# of Institutions

Shares Held

13.5M

Call Options Held

113K

Put Options Held

16.1K

View Full List

About STEM, INC.

Ticker STEM
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 154,228,000
Market Cap $2.19B
Description
Stem, Inc. operates as a digitally connected and intelligent energy storage network provider in the United States and internationally. It offers energy storage systems sourced from original equipment manufacturers (OEMs). The company also provides Athena, an artificial intelligence platform, which offers battery hardware and software-enabled ser...

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Advisor Group Holdings, Inc. Stem, Inc. Transaction History