Corient Private Wealth’s Stellus Capital Investment Corp SCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Buy |
507,526
+295,068
| +139% | +$4.11M | 0.01% | 662 |
|
|
2025
Q1 | $2.97M | Buy |
212,458
+40,991
| +24% | +$574K | ﹤0.01% | 838 |
|
|
2024
Q4 | $2.36M | Buy |
171,467
+55,841
| +48% | +$768K | ﹤0.01% | 930 |
|
|
2024
Q3 | $1.58M | Buy |
115,626
+48,042
| +71% | +$658K | ﹤0.01% | 1182 |
|
|
2024
Q2 | $928K | Buy |
67,584
+12,338
| +22% | +$169K | ﹤0.01% | 1349 |
|
|
2024
Q1 | $725K | Buy |
+55,246
| New | +$725K | ﹤0.01% | 1442 |
|