IFP Advisors’s Stellar Bancorp STEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$166 | – | 3764 |
|
|
2025
Q1 | $166 | Hold |
6
| – | – | ﹤0.01% | 3725 |
|
|
2024
Q4 | $170 | Buy |
+6
| New | +$170 | ﹤0.01% | 3821 |
|
|
2023
Q2 | – | Sell |
-143
| Closed | -$4.22K | – | 3568 |
|
|
2023
Q1 | $4.22K | Sell |
143
-140
| -49% | -$4.14K | ﹤0.01% | 2641 |
|
|
2022
Q4 | $8K | Buy |
+283
| New | +$8K | ﹤0.01% | 3555 |
|