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