NA
NewEdge Advisors’s Stellar Bancorp STEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-133,117
| Closed | -$3.45M | – | 4022 |
|
|
2024
Q3 | $3.45M | Sell |
133,117
-30,002
| -18% | -$777K | 0.02% | 596 |
|
|
2024
Q2 | $3.75M | Buy |
163,119
+2
| +0% | +$46 | 0.03% | 537 |
|
|
2024
Q1 | $3.97M | Hold |
163,117
| – | – | 0.03% | 460 |
|
|
2023
Q4 | $4.33M | Sell |
163,117
-800
| -0.5% | -$21.2K | 0.04% | 399 |
|
|
2023
Q3 | $3.49M | Sell |
163,917
-41,180
| -20% | -$878K | 0.04% | 411 |
|
|
2023
Q2 | $4.69M | Hold |
205,097
| – | – | 0.05% | 334 |
|
|
2023
Q1 | $5.05M | Hold |
205,097
| – | – | 0.06% | 301 |
|
|
2022
Q4 | $6.04M | Buy |
+205,097
| New | +$6.04M | 0.16% | 134 |
|