A detailed history of Creative Planning transactions in Stem, Inc. stock. As of the latest transaction made, Creative Planning holds 123,521 shares of STEM stock, worth $101,287. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123,521
Previous 44,581 177.07%
Holding current value
$101,287
Previous $49,000 12.24%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$0.31 - $1.52 $24,471 - $119,988
78,940 Added 177.07%
123,521 $43,000
Q2 2024

Aug 15, 2024

SELL
$1.1 - $2.11 $7,312 - $14,027
-6,648 Reduced 12.98%
44,581 $49,000
Q1 2024

May 10, 2024

BUY
$1.78 - $3.74 $5,884 - $12,364
3,306 Added 6.9%
51,229 $112,000
Q4 2023

Feb 14, 2024

BUY
$2.4 - $4.14 $46,552 - $80,303
19,397 Added 68.0%
47,923 $185,000
Q3 2023

Nov 16, 2023

BUY
$4.06 - $7.34 $27,786 - $50,234
6,844 Added 31.57%
28,526 $120,000
Q2 2023

Jul 21, 2023

BUY
$3.8 - $6.54 $82,391 - $141,800
21,682 New
21,682 $124,000

Others Institutions Holding STEM

About STEM, INC.


  • Ticker STEM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 154,228,000
  • Market Cap $126M
  • 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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