Commonwealth Equity Services’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 | $550K | Sell |
19,647
-5,196
| -21% | -$145K | ﹤0.01% | 3067 |
|
|
2025
Q1 | $687K | Buy |
24,843
+1,819
| +8% | +$50.3K | ﹤0.01% | 2776 |
|
|
2024
Q4 | $653K | Hold |
23,024
| – | – | ﹤0.01% | 2751 |
|
|
2024
Q3 | $596K | Hold |
23,024
| – | – | ﹤0.01% | 2752 |
|
|
2024
Q2 | $529K | Sell |
23,024
-8,328
| -27% | -$191K | ﹤0.01% | 2788 |
|
|
2024
Q1 | $764K | Buy |
+31,352
| New | +$764K | ﹤0.01% | 2450 |
|