MAI 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
2025 Q2	$29.1K	Buy	1,041 +41	+4%	+$1.15K	﹤0.01%	2037
2025 Q1	$27.7K	Hold	1,000	–	–	﹤0.01%	1923
2024 Q4	$28.4K	Buy	+1,000	New	+$28.4K	﹤0.01%	1939