Beacon Pointe Advisors’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 | $845K | Hold |
30,197
| – | – | 0.01% | 713 |
|
|
2025
Q1 | $835K | Hold |
30,197
| – | – | 0.01% | 680 |
|
|
2024
Q4 | $856K | Sell |
30,197
-101
| -0.3% | -$2.86K | 0.01% | 678 |
|
|
2024
Q3 | $784K | Buy |
30,298
+101
| +0.3% | +$2.62K | 0.01% | 696 |
|
|
2024
Q2 | $693K | Sell |
30,197
-5,661
| -16% | -$130K | 0.01% | 749 |
|
|
2024
Q1 | $874K | Hold |
35,858
| – | – | 0.01% | 730 |
|
|
2023
Q4 | $998K | Hold |
35,858
| – | – | 0.01% | 660 |
|
|
2023
Q3 | $764K | Sell |
35,858
-57
| -0.2% | -$1.22K | 0.01% | 709 |
|
|
2023
Q2 | $822K | Sell |
35,915
-12,943
| -26% | -$296K | 0.01% | 568 |
|
|
2023
Q1 | $1.2M | Sell |
48,858
-44
| -0.1% | -$1.08K | 0.02% | 491 |
|
|
2022
Q4 | $1.44M | Buy |
+48,902
| New | +$1.44M | 0.03% | 433 |
|