Creative Planning’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 | $1.07M | Buy |
38,259
+25,557
| +201% | +$715K | ﹤0.01% | 1793 |
|
|
2025
Q1 | $351K | Buy |
12,702
+1,363
| +12% | +$37.7K | ﹤0.01% | 2601 |
|
|
2024
Q4 | $321K | Sell |
11,339
-351
| -3% | -$9.95K | ﹤0.01% | 2594 |
|
|
2024
Q3 | $303K | Sell |
11,690
-4,093
| -26% | -$106K | ﹤0.01% | 2513 |
|
|
2024
Q2 | $362K | Buy |
+15,783
| New | +$362K | ﹤0.01% | 2193 |
|
|
2023
Q4 | – | Sell |
-35,384
| Closed | -$754K | – | 2983 |
|
|
2023
Q3 | $754K | Sell |
35,384
-4,073
| -10% | -$86.8K | ﹤0.01% | 1299 |
|
|
2023
Q2 | $903K | Buy |
39,457
+4,147
| +12% | +$94.9K | ﹤0.01% | 1178 |
|
|
2023
Q1 | $869K | Buy |
35,310
+825
| +2% | +$20.3K | ﹤0.01% | 1147 |
|
|
2022
Q4 | $1.02M | Sell |
34,485
-727
| -2% | -$21.4K | ﹤0.01% | 1025 |
|
|
2022
Q3 | $1.03M | Buy |
+35,212
| New | +$1.03M | ﹤0.01% | 952 |
|