Harrell Investment Partners’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 | $359K | Hold |
12,840
| – | – | 0.09% | 107 |
|
2025
Q1 | $355K | Hold |
12,840
| – | – | 0.11% | 82 |
|
2024
Q4 | $364K | Hold |
12,840
| – | – | 0.1% | 78 |
|
2024
Q3 | $332K | Hold |
12,840
| – | – | 0.09% | 79 |
|
2024
Q2 | $295K | Sell |
12,840
-1,200
| -9% | -$27.6K | 0.09% | 82 |
|
2024
Q1 | $342K | Hold |
14,040
| – | – | 0.1% | 77 |
|
2023
Q4 | $391K | Hold |
14,040
| – | – | 0.12% | 77 |
|
2023
Q3 | $297K | Hold |
14,040
| – | – | 0.1% | 83 |
|
2023
Q2 | $321K | Hold |
14,040
| – | – | 0.11% | 78 |
|
2023
Q1 | $414K | Hold |
14,040
| – | – | 0.15% | 73 |
|
2022
Q4 | $414K | Hold |
14,040
| – | – | 0.16% | 70 |
|
2022
Q3 | $411K | Hold |
14,040
| – | – | 0.17% | 74 |
|
2022
Q2 | $373K | Hold |
14,040
| – | – | 0.15% | 78 |
|
2022
Q1 | $435K | Sell |
14,040
-15,300
| -52% | -$474K | 0.15% | 81 |
|
2021
Q4 | $851K | Sell |
29,340
-760
| -3% | -$22K | 0.26% | 68 |
|
2021
Q3 | $794K | Hold |
30,100
| – | – | 0.26% | 73 |
|
2021
Q2 | $822K | Hold |
30,100
| – | – | 0.27% | 70 |
|
2021
Q1 | $925K | Buy |
+30,100
| New | +$925K | 0.33% | 69 |
|