Advisors Asset Management’s Stellar Bancorp STEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70.8K Sell
2,531
-152
-6% -$4.25K ﹤0.01% 1247
2025
Q1
$74.2K Sell
2,683
-32
-1% -$885 ﹤0.01% 1249
2024
Q4
$77K Buy
2,715
+505
+23% +$14.3K ﹤0.01% 1268
2024
Q3
$57.2K Buy
2,210
+1,297
+142% +$33.6K ﹤0.01% 1290
2024
Q2
$21K Buy
+913
New +$21K ﹤0.01% 1361