FOCUS Wealth Advisors’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
Q3 | $5.18M | Sell |
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|
2025
Q2 | $5.48M | Hold |
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|
2025
Q1 | $5.42M | Hold |
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|
2024
Q4 | $5.55M | Sell |
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|
2024
Q3 | $6.22M | Buy |
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|
2024
Q2 | $4.5M | Hold |
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|
2024
Q1 | $4.77M | Hold |
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|
2023
Q4 | $5.45M | Hold |
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|
2023
Q3 | $4.18M | Sell |
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|
2023
Q2 | $5.85M | Sell |
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|
2023
Q1 | $6.31M | Hold |
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|
2022
Q4 | $7.55M | Buy |
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