Corient Private Wealth
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Corient Private Wealth’s Stellus Capital Investment Corp SCM Stock Holding History

Corient Private Wealth’s Portfolio SCM Stock Details SCM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.58M Buy
2025
Q2 		$3.54M Buy
2025
Q1 		$2.97M Buy
2024
Q4 		$2.36M Buy
2024
Q3 		$1.58M Buy
2024
Q2 		$928K Buy
2024
Q1 		$725K Buy