Icon Wealth Advisors’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 | $944K | Hold |
33,755
| – | – | 0.07% | 176 |
|
|
2025
Q1 | $934K | Buy |
33,755
+20,540
| +155% | +$568K | 0.08% | 154 |
|
|
2024
Q4 | $375K | Hold |
13,215
| – | – | 0.03% | 262 |
|
|
2024
Q3 | $342K | Hold |
13,215
| – | – | 0.03% | 272 |
|
|
2024
Q2 | $362K | Sell |
13,215
-2,560
| -16% | -$70.1K | 0.03% | 251 |
|
|
2024
Q1 | $384K | Hold |
15,775
| – | – | 0.04% | 239 |
|
|
2023
Q4 | $439K | Buy |
+15,775
| New | +$439K | 0.05% | 209 |
|
|
2022
Q4 | $540K | Buy |
18,335
+13,215
| +258% | +$389K | 0.06% | 184 |
|
|
2022
Q3 | $150K | Buy |
+5,120
| New | +$150K | 0.02% | 336 |
|