Avior Wealth Management’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 | $345K | Hold |
12,333
| – | – | 0.01% | 533 |
|
|
2025
Q1 | $341K | Hold |
12,333
| – | – | 0.01% | 516 |
|
|
2024
Q4 | $350K | Hold |
12,333
| – | – | 0.01% | 546 |
|
|
2024
Q3 | $319K | Sell |
12,333
-8,000
| -39% | -$207K | 0.01% | 568 |
|
|
2024
Q2 | $467K | Buy |
20,333
+5,991
| +42% | +$138K | 0.02% | 451 |
|
|
2024
Q1 | $349K | Buy |
14,342
+9
| +0.1% | +$219 | 0.02% | 544 |
|
|
2023
Q4 | $399K | Hold |
14,333
| – | – | 0.02% | 393 |
|
|
2023
Q3 | $306K | Sell |
14,333
-3,000
| -17% | -$64K | 0.02% | 434 |
|
|
2023
Q2 | $397K | Sell |
17,333
-5,000
| -22% | -$114K | 0.03% | 397 |
|
|
2023
Q1 | $550K | Hold |
22,333
| – | – | 0.04% | 324 |
|
|
2022
Q4 | $658K | Buy |
22,333
+13,000
| +139% | +$383K | 0.05% | 244 |
|
|
2022
Q3 | $272K | Buy |
+9,333
| New | +$272K | 0.02% | 396 |
|