Allworth Financial’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25K | Buy |
116
+96
| +480% | +$2.69K | ﹤0.01% | 3484 |
|
|
2025
Q1 | $540 | Hold |
20
| – | – | ﹤0.01% | 3645 |
|
|
2024
Q4 | $560 | Hold |
20
| – | – | ﹤0.01% | 3564 |
|
|
2024
Q3 | $518 | Hold |
20
| – | – | ﹤0.01% | 3409 |
|
|
2024
Q2 | $520 | Hold |
20
| – | – | ﹤0.01% | 3360 |
|
|
2024
Q1 | $488 | Sell |
20
-52
| -72% | -$1.27K | ﹤0.01% | 3295 |
|
|
2023
Q4 | $2.01K | Buy |
72
+52
| +260% | +$1.45K | ﹤0.01% | 2679 |
|
|
2023
Q3 | $427 | Buy |
+20
| New | +$427 | ﹤0.01% | 3080 |
|
|
2023
Q2 | – | Sell |
-113
| Closed | -$2.78K | – | 3375 |
|
|
2023
Q1 | $2.78K | Buy |
113
+35
| +45% | +$861 | ﹤0.01% | 2276 |
|
|
2022
Q4 | $2.3K | Buy |
78
+71
| +1,014% | +$2.09K | ﹤0.01% | 2188 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 3088 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2793 |
|