Avidian Wealth Enterprises’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Hold |
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|
2025
Q1 | $457K | Hold |
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|
2024
Q4 | $468K | Hold |
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|
2024
Q3 | $428K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $402K | Hold |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $633K | Buy |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $3.67M | Hold |
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|
2022
Q4 | $4.4M | Buy |
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|
2022
Q3 | $3.91M | Sell |
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|
2022
Q2 | $3.68M | Sell |
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|
2022
Q1 | $4.44M | Sell |
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|
2021
Q4 | $4.41M | Buy |
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|
2021
Q3 | $2.59M | Hold |
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|
2021
Q2 | $2.68M | Sell |
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|
2021
Q1 | $3.51M | Hold |
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|
2020
Q4 | $2.91M | Hold |
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|
2020
Q3 | $1.86M | Hold |
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|
2020
Q2 | $2.4M | Hold |
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|
2020
Q1 | $2.03M | Hold |
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|
2019
Q4 | $3.55M | Buy |
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