Nisa Investment Advisors’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 | $113K | Sell |
4,056
-267
| -6% | -$7.47K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $120K | Sell |
4,323
-4,255
| -50% | -$118K | ﹤0.01% | 1350 |
|
|
2024
Q4 | $243K | Buy |
8,578
+40
| +0.5% | +$1.13K | ﹤0.01% | 1237 |
|
|
2024
Q3 | $221K | Hold |
8,538
| – | – | ﹤0.01% | 1257 |
|
|
2024
Q2 | $196K | Sell |
8,538
-4,921
| -37% | -$113K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $328K | Buy |
13,459
+35
| +0.3% | +$853 | ﹤0.01% | 1206 |
|
|
2023
Q4 | $374K | Sell |
13,424
-20
| -0.1% | -$557 | ﹤0.01% | 1128 |
|
|
2023
Q3 | $287K | Hold |
13,444
| – | – | ﹤0.01% | 1214 |
|
|
2023
Q2 | $308K | Sell |
13,444
-48
| -0.4% | -$1.1K | ﹤0.01% | 1220 |
|
|
2023
Q1 | $332K | Sell |
13,492
-425
| -3% | -$10.5K | ﹤0.01% | 1181 |
|
|
2022
Q4 | $410K | Hold |
13,917
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q3 | $298K | Buy |
13,917
+13,187
| +1,806% | +$282K | ﹤0.01% | 1180 |
|
|
2022
Q2 | $19K | Buy |
730
+360
| +97% | +$9.37K | ﹤0.01% | 2063 |
|
|
2022
Q1 | $11K | Sell |
370
-160
| -30% | -$4.76K | ﹤0.01% | 2187 |
|
|
2021
Q4 | $16K | Hold |
530
| – | – | ﹤0.01% | 1962 |
|
|
2021
Q3 | $14 | Hold |
530
| – | – | ﹤0.01% | 2161 |
|
|
2021
Q2 | $14 | Sell |
530
-1,870
| -78% | -$49 | ﹤0.01% | 2183 |
|
|
2021
Q1 | $74 | Sell |
2,400
-900
| -27% | -$28 | ﹤0.01% | 1883 |
|
|
2020
Q4 | $84K | Hold |
3,300
| – | – | ﹤0.01% | 1810 |
|
|
2020
Q3 | $54K | Hold |
3,300
| – | – | ﹤0.01% | 1776 |
|
|
2020
Q2 | $69K | Buy |
+3,300
| New | +$69K | ﹤0.01% | 1525 |
|