Mather Group’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 | – | Sell |
-4,869
| Closed | -$135K | – | 1586 |
|
2025
Q1 | $135K | Buy |
4,869
+24
| +0.5% | +$664 | ﹤0.01% | 689 |
|
2024
Q4 | $137K | Buy |
4,845
+24
| +0.5% | +$680 | ﹤0.01% | 671 |
|
2024
Q3 | $125K | Buy |
4,821
+78
| +2% | +$2.02K | ﹤0.01% | 690 |
|
2024
Q2 | $116K | Buy |
4,743
+22
| +0.5% | +$536 | ﹤0.01% | 770 |
|
2024
Q1 | $131K | Buy |
+4,721
| New | +$131K | ﹤0.01% | 631 |
|