Cetera Investment Advisers’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 | $218K | Sell |
7,788
-6
| -0.1% | -$168 | ﹤0.01% | 3659 |
|
|
2025
Q1 | $216K | Hold |
7,794
| – | – | ﹤0.01% | 3544 |
|
|
2024
Q4 | $221K | Sell |
7,794
-2,245
| -22% | -$63.6K | ﹤0.01% | 3354 |
|
|
2024
Q3 | $260K | Hold |
10,039
| – | – | ﹤0.01% | 3189 |
|
|
2024
Q2 | $230K | Hold |
10,039
| – | – | ﹤0.01% | 3262 |
|
|
2024
Q1 | $245K | Hold |
10,039
| – | – | ﹤0.01% | 3206 |
|
|
2023
Q4 | $279K | Hold |
10,039
| – | – | ﹤0.01% | 1821 |
|
|
2023
Q3 | $214K | Hold |
10,039
| – | – | ﹤0.01% | 1946 |
|
|
2023
Q2 | $230K | Sell |
10,039
-13,519
| -57% | -$309K | ﹤0.01% | 1904 |
|
|
2023
Q1 | $580K | Hold |
23,558
| – | – | 0.01% | 1345 |
|
|
2022
Q4 | $694K | Buy |
+23,558
| New | +$694K | 0.01% | 1187 |
|