Doliver Advisors’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,432
| Closed | -$352K | – | 151 |
|
|
2024
Q1 | $352K | Hold |
14,432
| – | – | 0.1% | 116 |
|
|
2023
Q4 | $402K | Hold |
14,432
| – | – | 0.12% | 106 |
|
|
2023
Q3 | $308K | Hold |
14,432
| – | – | 0.09% | 120 |
|
|
2023
Q2 | $330K | Buy |
14,432
+1,100
| +8% | +$25.2K | 0.1% | 129 |
|
|
2023
Q1 | $328K | Hold |
13,332
| – | – | 0.1% | 120 |
|
|
2022
Q4 | $393K | Buy |
+13,332
| New | +$393K | 0.13% | 95 |
|