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Foundations Investment Advisors’s Stellar Bancorp STEL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
9,303
+95
+1% +$2.66K ﹤0.01% 791
2025
Q1
$255K Buy
+9,208
New +$255K ﹤0.01% 761