Linscomb Wealth’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 | $635K | Hold |
22,712
| – | – | 0.03% | 210 |
|
|
2025
Q1 | $628K | Hold |
22,712
| – | – | 0.03% | 208 |
|
|
2024
Q4 | $644K | Hold |
22,712
| – | – | 0.03% | 208 |
|
|
2024
Q3 | $588K | Hold |
22,712
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $521K | Hold |
22,712
| – | – | 0.03% | 212 |
|
|
2024
Q1 | $553K | Hold |
22,712
| – | – | 0.03% | 208 |
|
|
2023
Q4 | $632K | Hold |
22,712
| – | – | 0.03% | 196 |
|
|
2023
Q3 | $484K | Hold |
22,712
| – | – | 0.03% | 211 |
|
|
2023
Q2 | $520K | Sell |
22,712
-754
| -3% | -$17.3K | 0.03% | 209 |
|
|
2023
Q1 | $577K | Sell |
23,466
-1,115
| -5% | -$27.4K | 0.03% | 201 |
|
|
2022
Q4 | $724K | Buy |
24,581
+5,015
| +26% | +$148K | 0.04% | 199 |
|
|
2022
Q3 | $572K | Sell |
19,566
-2,040
| -9% | -$59.6K | 0.03% | 187 |
|
|
2022
Q2 | $575K | Sell |
21,606
-840
| -4% | -$22.4K | 0.03% | 191 |
|
|
2022
Q1 | $696K | Sell |
22,446
-2,040
| -8% | -$63.3K | 0.03% | 208 |
|
|
2021
Q4 | $710K | Sell |
24,486
-200
| -0.8% | -$5.8K | 0.03% | 201 |
|
|
2021
Q3 | $651K | Hold |
24,686
| – | – | 0.03% | 198 |
|
|
2021
Q2 | $674K | Sell |
24,686
-300
| -1% | -$8.19K | 0.03% | 195 |
|
|
2021
Q1 | $768K | Sell |
24,986
-1,420
| -5% | -$43.6K | 0.04% | 180 |
|
|
2020
Q4 | $674K | Sell |
26,406
-1,240
| -4% | -$31.7K | 0.04% | 178 |
|
|
2020
Q3 | $452K | Sell |
27,646
-290
| -1% | -$4.74K | 0.03% | 197 |
|
|
2020
Q2 | $587K | Sell |
27,936
-1,020
| -4% | -$21.4K | 0.04% | 178 |
|
|
2020
Q1 | $515K | Sell |
28,956
-2,460
| -8% | -$43.8K | 0.05% | 245 |
|
|
2019
Q4 | $978K | Buy |
31,416
+754
| +2% | +$23.5K | 0.06% | 226 |
|
|
2019
Q3 | $855K | Sell |
30,662
-1,980
| -6% | -$55.2K | 0.07% | 135 |
|
|
2019
Q2 | $919K | Buy |
32,642
+16,500
| +102% | +$465K | 0.08% | 131 |
|
|
2019
Q1 | $524K | Hold |
16,142
| – | – | 0.04% | 173 |
|
|
2018
Q4 | $475K | Buy |
16,142
+640
| +4% | +$18.8K | 0.04% | 169 |
|
|
2018
Q3 | $551K | Buy |
15,502
+700
| +5% | +$24.9K | 0.05% | 172 |
|
|
2018
Q2 | $489K | Hold |
14,802
| – | – | 0.04% | 174 |
|
|
2018
Q1 | $436K | Buy |
+14,802
| New | +$436K | 0.04% | 182 |
|