A detailed history of Captrust Financial Advisors transactions in Stem, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 95,820 shares of STEM stock, worth $106,360. This represents 0.0% of its overall portfolio holdings.

Number of Shares
95,820
Previous 117,827 18.68%
Holding current value
$106,360
Previous $457,000 54.27%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$1.78 - $3.74 $39,172 - $82,306
-22,007 Reduced 18.68%
95,820 $209,000
Q4 2023

Feb 14, 2024

SELL
$2.4 - $4.14 $49,615 - $85,586
-20,673 Reduced 14.93%
117,827 $457,000
Q3 2023

Nov 14, 2023

BUY
$4.06 - $7.34 $30,421 - $54,998
7,493 Added 5.72%
138,500 $587,000
Q2 2023

Aug 14, 2023

BUY
$3.8 - $6.54 $767 - $1,321
202 Added 0.15%
131,007 $749,000
Q1 2023

May 15, 2023

BUY
$5.5 - $10.75 $98,279 - $192,091
17,869 Added 15.82%
130,805 $741,000
Q4 2022

Feb 15, 2023

SELL
$8.33 - $14.16 $124,575 - $211,762
-14,955 Reduced 11.69%
112,936 $1.01 Million
Q3 2022

Nov 16, 2022

BUY
$7.15 - $17.42 $1,458 - $3,553
204 Added 0.16%
127,891 $1.71 Million
Q2 2022

Aug 23, 2022

SELL
$6.27 - $12.15 $6,583 - $12,757
-1,050 Reduced 0.82%
127,687 $914,000
Q2 2022

Aug 16, 2022

SELL
$6.27 - $12.15 $556,801 - $1.08 Million
-88,804 Reduced 40.82%
128,737 $922,000
Q1 2022

May 16, 2022

BUY
$7.49 - $19.24 $214,760 - $551,668
28,673 Added 15.18%
217,541 $2.4 Million
Q4 2021

Feb 14, 2022

BUY
$17.56 - $26.65 $486,411 - $738,205
27,700 Added 17.19%
188,868 $3.58 Million
Q3 2021

Nov 16, 2021

BUY
$21.34 - $37.0 $1.54 Million - $2.67 Million
72,049 Added 80.85%
161,168 $3.85 Million
Q2 2021

Aug 16, 2021

BUY
$16.38 - $36.81 $489,860 - $1.1 Million
29,906 Added 50.51%
89,119 $3.21 Million
Q1 2021

May 17, 2021

BUY
$17.9 - $49.97 $1.06 Million - $2.96 Million
59,213 New
59,213 $1.57 Million

Others Institutions Holding STEM

About STEM, INC.


  • Ticker STEM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 154,228,000
  • Market Cap $171M
  • 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...
More about STEM
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