LPL Financial
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LPL Financial’s Stellar Bancorp STEL Stock Holding History

LPL Financial’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,351
Closed -$369K – 5488
2025
Q1 		$369K Sell
13,351
-178
-1% -$4.92K ﹤0.01% 4346
2024
Q4 		$384K Buy
+13,529
New +$384K ﹤0.01% 4239