Kennedy Capital Management’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-90,500
| Closed | -$2.34M | – | 736 |
|
|
2024
Q3 | $2.34M | Sell |
90,500
-427,993
| -83% | -$11.1M | 0.05% | 486 |
|
|
2024
Q2 | $11.9M | Sell |
518,493
-33,696
| -6% | -$774K | 0.25% | 121 |
|
|
2024
Q1 | $13.5M | Sell |
552,189
-19,954
| -3% | -$486K | 0.28% | 108 |
|
|
2023
Q4 | $15.9M | Buy |
572,143
+105,731
| +23% | +$2.94M | 0.35% | 67 |
|
|
2023
Q3 | $9.94M | Buy |
466,412
+93,076
| +25% | +$1.98M | 0.24% | 138 |
|
|
2023
Q2 | $8.55M | Sell |
373,336
-5,200
| -1% | -$119K | 0.2% | 193 |
|
|
2023
Q1 | $9.32M | Buy |
378,536
+355,933
| +1,575% | +$8.76M | 0.27% | 114 |
|
|
2022
Q4 | $666K | Buy |
+22,603
| New | +$666K | 0.02% | 534 |
|
|
2021
Q1 | – | Sell |
-13,850
| Closed | -$353K | – | 706 |
|
|
2020
Q4 | $353K | Buy |
13,850
+7
| +0.1% | +$178 | 0.01% | 611 |
|
|
2020
Q3 | $226K | Buy |
+13,843
| New | +$226K | 0.01% | 638 |
|