AWE
Avidian Wealth Enterprises’s Stellar Bancorp STEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Hold |
16,517
| – | – | 0.02% | 349 |
|
|
2025
Q1 | $457K | Hold |
16,517
| – | – | 0.02% | 325 |
|
|
2024
Q4 | $468K | Hold |
16,517
| – | – | 0.02% | 308 |
|
|
2024
Q3 | $428K | Hold |
16,517
| – | – | 0.02% | 323 |
|
|
2024
Q2 | $379K | Hold |
16,517
| – | – | 0.02% | 332 |
|
|
2024
Q1 | $402K | Hold |
16,517
| – | – | 0.02% | 297 |
|
|
2023
Q4 | $460K | Sell |
16,517
-13,182
| -44% | -$367K | 0.03% | 274 |
|
|
2023
Q3 | $633K | Buy |
29,699
+12,362
| +71% | +$264K | 0.04% | 216 |
|
|
2023
Q2 | $397K | Sell |
17,337
-131,892
| -88% | -$3.02M | 0.03% | 304 |
|
|
2023
Q1 | $3.67M | Hold |
149,229
| – | – | 0.2% | 98 |
|
|
2022
Q4 | $4.4M | Buy |
149,229
+15,689
| +12% | +$462K | 0.29% | 75 |
|
|
2022
Q3 | $3.91M | Sell |
133,540
-4,877
| -4% | -$143K | 0.28% | 65 |
|
|
2022
Q2 | $3.68M | Sell |
138,417
-4,700
| -3% | -$125K | 0.26% | 76 |
|
|
2022
Q1 | $4.44M | Sell |
143,117
-8,800
| -6% | -$273K | 0.27% | 70 |
|
|
2021
Q4 | $4.41M | Buy |
151,917
+53,756
| +55% | +$1.56M | 0.27% | 69 |
|
|
2021
Q3 | $2.59M | Hold |
98,161
| – | – | 0.2% | 80 |
|
|
2021
Q2 | $2.68M | Sell |
98,161
-16,000
| -14% | -$437K | 0.21% | 79 |
|
|
2021
Q1 | $3.51M | Hold |
114,161
| – | – | 0.3% | 55 |
|
|
2020
Q4 | $2.91M | Hold |
114,161
| – | – | 0.28% | 58 |
|
|
2020
Q3 | $1.87M | Hold |
114,161
| – | – | 0.21% | 72 |
|
|
2020
Q2 | $2.4M | Hold |
114,161
| – | – | 0.32% | 54 |
|
|
2020
Q1 | $2.03M | Hold |
114,161
| – | – | 0.33% | 43 |
|
|
2019
Q4 | $3.55M | Buy |
+114,161
| New | +$3.55M | 0.5% | 34 |
|