CAPTRUST Financial Advisors’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,071
| Closed | -$364K | – | 2392 |
|
|
2024
Q3 | $364K | Buy |
14,071
+70
| +0.5% | +$1.81K | ﹤0.01% | 1771 |
|
|
2024
Q2 | $321K | Buy |
+14,001
| New | +$321K | ﹤0.01% | 1777 |
|
|
2022
Q3 | – | Sell |
-455
| Closed | -$12K | – | 3809 |
|
|
2022
Q2 | $12K | Hold |
455
| – | – | ﹤0.01% | 3665 |
|
|
2022
Q1 | $14K | Sell |
455
-52
| -10% | -$1.6K | ﹤0.01% | 3622 |
|
|
2021
Q4 | $15K | Sell |
507
-50
| -9% | -$1.48K | ﹤0.01% | 3488 |
|
|
2021
Q3 | $15K | Buy |
557
+11
| +2% | +$296 | ﹤0.01% | 3363 |
|
|
2021
Q2 | $15K | Sell |
546
-65
| -11% | -$1.79K | ﹤0.01% | 3318 |
|
|
2021
Q1 | $19K | Buy |
+611
| New | +$19K | ﹤0.01% | 3044 |
|