Corient Private Wealth’s Stellar Bancorp STEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$461K Buy
2025
Q2
$424K Sell
2025
Q1
$419K Sell
2024
Q4
$437K Buy
2024
Q3
$393K Buy
2024
Q2
$348K Hold
2024
Q1
$369K Buy
2023
Q4
$206K Buy