Carson Wealth (CWM LLC)’s Stellar Bancorp STEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Buy |
1,647
+254
| +18% | +$7.09K | ﹤0.01% | 3355 |
|
|
2025
Q1 | $39K | Buy |
1,393
+788
| +130% | +$22.1K | ﹤0.01% | 3189 |
|
|
2024
Q4 | $17K | Buy |
605
+234
| +63% | +$6.58K | ﹤0.01% | 3551 |
|
|
2024
Q3 | $10K | Buy |
371
+247
| +199% | +$6.66K | ﹤0.01% | 3801 |
|
|
2024
Q2 | $3K | Buy |
124
+91
| +276% | +$2.2K | ﹤0.01% | 4124 |
|
|
2024
Q1 | $1K | Buy |
33
+25
| +313% | +$758 | ﹤0.01% | 4212 |
|
|
2023
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4493 |
|
|
2023
Q3 | – | Sell |
-140
| Closed | -$3K | – | 4504 |
|
|
2023
Q2 | $3K | Sell |
140
-103
| -42% | -$2.21K | ﹤0.01% | 3688 |
|
|
2023
Q1 | $6K | Sell |
243
-85
| -26% | -$2.1K | ﹤0.01% | 3237 |
|
|
2022
Q4 | $10K | Buy |
328
+305
| +1,326% | +$9.3K | ﹤0.01% | 2809 |
|
|
2022
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 3755 |
|