FWA
FOCUS Wealth Advisors’s Stellar Bancorp STEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Hold |
195,888
| – | – | 2.85% | 11 |
|
|
2025
Q1 | $5.42M | Hold |
195,888
| – | – | 3% | 9 |
|
|
2024
Q4 | $5.55M | Sell |
195,888
-44,523
| -19% | -$1.26M | 2.95% | 8 |
|
|
2024
Q3 | $6.22M | Buy |
240,411
+44,523
| +23% | +$1.15M | 3.1% | 8 |
|
|
2024
Q2 | $4.5M | Hold |
195,888
| – | – | 2.31% | 14 |
|
|
2024
Q1 | $4.77M | Hold |
195,888
| – | – | 2.55% | 9 |
|
|
2023
Q4 | $5.45M | Hold |
195,888
| – | – | 3.45% | 6 |
|
|
2023
Q3 | $4.18M | Sell |
195,888
-59,523
| -23% | -$1.27M | 2.9% | 8 |
|
|
2023
Q2 | $5.85M | Sell |
255,411
-1,000
| -0.4% | -$22.9K | 3.95% | 5 |
|
|
2023
Q1 | $6.31M | Hold |
256,411
| – | – | 4.14% | 4 |
|
|
2022
Q4 | $7.55M | Buy |
+256,411
| New | +$7.55M | 5.22% | 3 |
|