Crestmont 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
Q2
$608K Sell
2025
Q1
$712K Sell
2024
Q4
$816K Buy
2024
Q3
$742K Sell
2024
Q2
$2.3M Sell
2024
Q1
$2.57M Sell
2023
Q4
$2.94M Buy
2023
Q3
$2.24M Sell
2023
Q2
$3.48M Sell
2023
Q1
$4.21M Sell
2022
Q4
$5.37M Buy