A detailed history of Kestra Private Wealth Services, LLC transactions in Stem, Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 25,900 shares of STEM stock, worth $28,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,900
Previous 25,000 3.6%
Holding current value
$28,749
Previous $97,000 42.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 02, 2024

BUY
$1.78 - $3.74 $1,602 - $3,366
900 Added 3.6%
25,900 $56,000
Q4 2023

Feb 05, 2024

BUY
$2.4 - $4.14 $14,520 - $25,046
6,050 Added 31.93%
25,000 $97,000
Q3 2023

Nov 07, 2023

BUY
$4.06 - $7.34 $4,498 - $8,132
1,108 Added 6.21%
18,950 $80,000
Q2 2023

Aug 08, 2023

BUY
$3.8 - $6.54 $17,844 - $30,711
4,696 Added 35.72%
17,842 $102,000
Q1 2023

May 12, 2023

BUY
$5.5 - $10.75 $72,303 - $141,319
13,146 New
13,146 $74,000
Q3 2021

Oct 21, 2021

SELL
$21.34 - $37.0 $127,399 - $220,890
-5,970 Closed
0 $0
Q2 2021

Jul 30, 2021

BUY
$16.38 - $36.81 $97,788 - $219,755
5,970 New
5,970 $214,000

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
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