Crestmont 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 | $608K | Sell |
21,729
-4,000
| -16% | -$112K | 0.22% | 39 |
|
|
2025
Q1 | $712K | Sell |
25,729
-3,070
| -11% | -$84.9K | 0.31% | 25 |
|
|
2024
Q4 | $816K | Buy |
28,799
+139
| +0.5% | +$3.94K | 0.37% | 17 |
|
|
2024
Q3 | $742K | Sell |
28,660
-71,447
| -71% | -$1.85M | 0.32% | 17 |
|
|
2024
Q2 | $2.3M | Sell |
100,107
-5,236
| -5% | -$120K | 1.11% | 13 |
|
|
2024
Q1 | $2.57M | Sell |
105,343
-250
| -0.2% | -$6.09K | 1.27% | 12 |
|
|
2023
Q4 | $2.94M | Buy |
105,593
+604
| +0.6% | +$16.8K | 1.5% | 12 |
|
|
2023
Q3 | $2.24M | Sell |
104,989
-46,836
| -31% | -$999K | 1.37% | 10 |
|
|
2023
Q2 | $3.48M | Sell |
151,825
-19,077
| -11% | -$437K | 2.04% | 10 |
|
|
2023
Q1 | $4.21M | Sell |
170,902
-11,221
| -6% | -$276K | 2.75% | 9 |
|
|
2022
Q4 | $5.37M | Buy |
+182,123
| New | +$5.37M | 3.67% | 9 |
|