GeoWealth Management’s Stellar Bancorp STEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11	Closed	-$304	–	1286
2025 Q1	$304	Sell	11 -9	-45%	-$249	﹤0.01%	1047
2024 Q4	$567	Buy	+20	New	+$567	﹤0.01%	1724