CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Stellar Bancorp STEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
144,628
-120
| -0.1% | -$3.6K | 1.57% | 17 |
|
|
2025
Q1 | $3.7M | Sell |
144,748
-4,922
| -3% | -$126K | 1.53% | 18 |
|
|
2024
Q4 | $4.42M | Sell |
149,670
-11,222
| -7% | -$332K | 1.63% | 17 |
|
|
2024
Q3 | $4.3M | Sell |
160,892
-120
| -0.1% | -$3.21K | 1.64% | 13 |
|
|
2024
Q2 | $4.42M | Sell |
161,012
-58,664
| -27% | -$1.61M | 1.73% | 13 |
|
|
2024
Q1 | $5.25M | Buy |
219,676
+315
| +0.1% | +$7.52K | 2.21% | 11 |
|
|
2023
Q4 | $5.84M | Sell |
219,361
-1,131
| -0.5% | -$30.1K | 2.44% | 11 |
|
|
2023
Q3 | $4.81M | Sell |
220,492
-5,437
| -2% | -$119K | 2.24% | 12 |
|
|
2023
Q2 | $5.59M | Sell |
225,929
-831
| -0.4% | -$20.6K | 2.46% | 12 |
|
|
2023
Q1 | $4.94M | Buy |
226,760
+482
| +0.2% | +$10.5K | 2.25% | 12 |
|
|
2022
Q4 | $5.85M | Buy |
226,278
+23,240
| +11% | +$601K | 2.57% | 10 |
|
|
2022
Q3 | $5.77M | Buy |
+203,038
| New | +$5.77M | 2.72% | 8 |
|