A detailed history of Clearstead Advisors, LLC transactions in Stem, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,915 shares of STEM stock, worth $3,235. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,915
Previous 3,415 14.64%
Holding current value
$3,235
Previous $13,000 53.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024

SELL
$1.78 - $3.74 $890 - $1,870
-500 Reduced 14.64%
2,915 $6,000
Q4 2023

Feb 12, 2024

BUY
$2.4 - $4.14 $3,396 - $5,858
1,415 Added 70.75%
3,415 $13,000
Q3 2023

Nov 13, 2023

SELL
$4.06 - $7.34 $405 - $734
-100 Reduced 4.76%
2,000 $8,000
Q3 2023

Nov 07, 2023

BUY
$4.06 - $7.34 $405 - $734
100 Added 5.0%
2,100 $8,000
Q2 2023

Aug 07, 2023

BUY
$3.8 - $6.54 $760 - $1,308
200 Added 11.11%
2,000 $11,000
Q1 2023

May 09, 2023

BUY
$5.5 - $10.75 $9,900 - $19,350
1,800 New
1,800 $10,000
Q2 2022

Aug 12, 2022

SELL
$6.27 - $12.15 $8,934 - $17,313
-1,425 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$17.56 - $26.65 $1,755 - $2,665
-100 Reduced 6.56%
1,425 $27,000
Q2 2021

Aug 12, 2021

BUY
$16.38 - $36.81 $24,979 - $56,135
1,525 New
1,525 $55,000

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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.