Icon Wealth Advisors’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.04M | Hold |
|
|||||
|
2025
Q3 | $1.02M | Hold |
|
|||||
|
2025
Q2 | $944K | Hold |
|
|||||
|
2025
Q1 | $934K | Buy |
|
|||||
|
2024
Q4 | $375K | Hold |
|
|||||
|
2024
Q3 | $342K | Hold |
|
|||||
|
2024
Q2 | $362K | Sell |
|
|||||
|
2024
Q1 | $384K | Hold |
|
|||||
|
2023
Q4 | $439K | Buy |
|
|||||
|
2022
Q4 | $540K | Buy |
|
|||||
|
2022
Q3 | $150K | Buy |
|