Integrated Wealth Concepts’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
Q3 | $1.06M | Buy |
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|
2025
Q2 | $972K | Buy |
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|
2025
Q1 | $953K | Buy |
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|
2024
Q4 | $967K | Sell |
|
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|
2024
Q3 | $3M | Sell |
|
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|
2024
Q2 | $5.94M | Hold |
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|
2024
Q1 | $6.3M | Hold |
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|
2023
Q4 | $7.2M | Hold |
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|
2023
Q3 | $5.52M | Hold |
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|
2023
Q2 | $5.92M | Hold |
|
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|
2023
Q1 | $6.37M | Hold |
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|
2022
Q4 | $7.62M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $8.93M | Hold |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $15M | Sell |
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|
2021
Q3 | $24.3M | Sell |
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|
2021
Q2 | $25.2M | Buy |
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|
2021
Q1 | $14.8M | Sell |
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|
2020
Q4 | $23.9M | Hold |
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|
2020
Q3 | $15.3M | Buy |
|