Icon Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

Icon Wealth Advisors’s Portfolio STEL Stock Details STEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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