Integrated Wealth Concepts’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 | $972K | Buy |
34,741
+304
| +0.9% | +$8.51K | 0.01% | 929 |
|
|
2025
Q1 | $953K | Buy |
34,437
+341
| +1% | +$9.43K | 0.01% | 851 |
|
|
2024
Q4 | $967K | Sell |
34,096
-81,850
| -71% | -$2.32M | 0.01% | 825 |
|
|
2024
Q3 | $3M | Sell |
115,946
-142,750
| -55% | -$3.7M | 0.04% | 425 |
|
|
2024
Q2 | $5.94M | Hold |
258,696
| – | – | 0.08% | 232 |
|
|
2024
Q1 | $6.3M | Hold |
258,696
| – | – | 0.09% | 232 |
|
|
2023
Q4 | $7.2M | Hold |
258,696
| – | – | 0.12% | 187 |
|
|
2023
Q3 | $5.52M | Hold |
258,696
| – | – | 0.1% | 213 |
|
|
2023
Q2 | $5.92M | Hold |
258,696
| – | – | 0.1% | 209 |
|
|
2023
Q1 | $6.37M | Hold |
258,696
| – | – | 0.13% | 168 |
|
|
2022
Q4 | $7.62M | Buy |
+258,696
| New | +$7.62M | 0.21% | 101 |
|
|
2022
Q3 | – | Sell |
-335,940
| Closed | -$8.93M | – | 1012 |
|
|
2022
Q2 | $8.93M | Hold |
335,940
| – | – | 0.28% | 78 |
|
|
2022
Q1 | $10.4M | Sell |
335,940
-182,733
| -35% | -$5.66M | 0.32% | 67 |
|
|
2021
Q4 | $15M | Sell |
518,673
-403,456
| -44% | -$11.7M | 0.45% | 52 |
|
|
2021
Q3 | $24.3M | Sell |
922,129
-280
| -0% | -$7.39K | 0.79% | 28 |
|
|
2021
Q2 | $25.2M | Buy |
922,409
+439,036
| +91% | +$12M | 0.89% | 26 |
|
|
2021
Q1 | $14.8M | Sell |
483,373
-451,787
| -48% | -$13.9M | 0.61% | 40 |
|
|
2020
Q4 | $23.9M | Hold |
935,160
| – | – | 1.13% | 24 |
|
|
2020
Q3 | $15.3M | Buy |
+935,160
| New | +$15.3M | 0.94% | 28 |
|