Everence Capital Management’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,879
| Closed | -$230K | – | 1019 |
|
|
2024
Q3 | $230K | Buy |
+8,879
| New | +$230K | 0.01% | 685 |
|
|
2024
Q2 | – | Sell |
-8,879
| Closed | -$216 | – | 759 |
|
|
2024
Q1 | $216 | Hold |
8,879
| – | – | 0.01% | 691 |
|
|
2023
Q4 | $247K | Buy |
+8,879
| New | +$247K | 0.02% | 626 |
|
|
2023
Q3 | – | Sell |
-8,879
| Closed | -$207K | – | 796 |
|
|
2023
Q2 | $207K | Hold |
8,879
| – | – | 0.02% | 639 |
|
|
2023
Q1 | $219 | Hold |
8,879
| – | – | 0.02% | 649 |
|
|
2022
Q4 | $262 | Buy |
+8,879
| New | +$262 | 0.02% | 594 |
|