Charles Schwab’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 | $11.8M | Sell |
421,268
-15,550
| -4% | -$435K | ﹤0.01% | 1931 |
|
|
2025
Q1 | $12.1M | Sell |
436,818
-4,907
| -1% | -$136K | ﹤0.01% | 1860 |
|
|
2024
Q4 | $12.5M | Buy |
441,725
+12,361
| +3% | +$350K | ﹤0.01% | 1914 |
|
|
2024
Q3 | $11.1M | Buy |
429,364
+14,493
| +3% | +$375K | ﹤0.01% | 1980 |
|
|
2024
Q2 | $9.53M | Buy |
414,871
+14,893
| +4% | +$342K | ﹤0.01% | 2062 |
|
|
2024
Q1 | $9.74M | Buy |
399,978
+7,592
| +2% | +$185K | ﹤0.01% | 1996 |
|
|
2023
Q4 | $10.9M | Buy |
392,386
+11,299
| +3% | +$315K | ﹤0.01% | 1937 |
|
|
2023
Q3 | $8.12M | Buy |
381,087
+21,822
| +6% | +$465K | ﹤0.01% | 2020 |
|
|
2023
Q2 | $8.22M | Buy |
359,265
+19,887
| +6% | +$455K | ﹤0.01% | 1999 |
|
|
2023
Q1 | $8.35M | Buy |
339,378
+8,140
| +2% | +$200K | ﹤0.01% | 1956 |
|
|
2022
Q4 | $9.76M | Buy |
331,238
+200,153
| +153% | +$5.9M | ﹤0.01% | 1872 |
|
|
2022
Q3 | $3.84M | Sell |
131,085
-251
| -0.2% | -$7.34K | ﹤0.01% | 2357 |
|
|
2022
Q2 | $3.49M | Sell |
131,336
-1,362
| -1% | -$36.2K | ﹤0.01% | 2349 |
|
|
2022
Q1 | $4.11M | Buy |
132,698
+2,537
| +2% | +$78.7K | ﹤0.01% | 2370 |
|
|
2021
Q4 | $3.78M | Buy |
130,161
+1,769
| +1% | +$51.3K | ﹤0.01% | 2486 |
|
|
2021
Q3 | $3.39M | Buy |
128,392
+861
| +0.7% | +$22.7K | ﹤0.01% | 2555 |
|
|
2021
Q2 | $3.48M | Buy |
127,531
+2,759
| +2% | +$75.4K | ﹤0.01% | 2527 |
|
|
2021
Q1 | $3.83M | Buy |
124,772
+3,218
| +3% | +$98.9K | ﹤0.01% | 2421 |
|
|
2020
Q4 | $3.1M | Buy |
121,554
+1,949
| +2% | +$49.7K | ﹤0.01% | 2450 |
|
|
2020
Q3 | $1.96M | Buy |
119,605
+3,343
| +3% | +$54.6K | ﹤0.01% | 2495 |
|
|
2020
Q2 | $2.44M | Buy |
116,262
+6,086
| +6% | +$128K | ﹤0.01% | 2350 |
|
|
2020
Q1 | $1.96M | Buy |
110,176
+2,263
| +2% | +$40.2K | ﹤0.01% | 2283 |
|
|
2019
Q4 | $3.36M | Buy |
107,913
+1,559
| +1% | +$48.5K | ﹤0.01% | 2219 |
|
|
2019
Q3 | $2.97M | Sell |
106,354
-1,866
| -2% | -$52K | ﹤0.01% | 2233 |
|
|
2019
Q2 | $3.05M | Buy |
108,220
+5,717
| +6% | +$161K | ﹤0.01% | 2199 |
|
|
2019
Q1 | $3.33M | Buy |
102,503
+364
| +0.4% | +$11.8K | ﹤0.01% | 2169 |
|
|
2018
Q4 | $3M | Buy |
102,139
+2,720
| +3% | +$80K | ﹤0.01% | 2165 |
|
|
2018
Q3 | $3.53M | Buy |
99,419
+58,883
| +145% | +$2.09M | ﹤0.01% | 2223 |
|
|
2018
Q2 | $1.34M | Buy |
40,536
+29,658
| +273% | +$980K | ﹤0.01% | 2495 |
|
|
2018
Q1 | $321K | Buy |
10,878
+234
| +2% | +$6.91K | ﹤0.01% | 2854 |
|
|
2017
Q4 | $316K | Buy |
+10,644
| New | +$316K | ﹤0.01% | 2859 |
|