Corient Private Wealth’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 | $848K | Buy |
30,290
+15,125
| +100% | +$423K | ﹤0.01% | 1515 |
|
|
2025
Q1 | $419K | Sell |
15,165
-258
| -2% | -$7.14K | ﹤0.01% | 1682 |
|
|
2024
Q4 | $437K | Buy |
15,423
+258
| +2% | +$7.31K | ﹤0.01% | 1695 |
|
|
2024
Q3 | $393K | Buy |
15,165
+8
| +0.1% | +$207 | ﹤0.01% | 1853 |
|
|
2024
Q2 | $348K | Hold |
15,157
| – | – | ﹤0.01% | 1813 |
|
|
2024
Q1 | $369K | Buy |
15,157
+7,741
| +104% | +$189K | ﹤0.01% | 1775 |
|
|
2023
Q4 | $206K | Buy |
+7,416
| New | +$206K | ﹤0.01% | 2058 |
|