Plante Moran Financial Advisors’s Stellar Bancorp STEL Stock Holding History

Plante Moran Financial Advisors’s Portfolio STEL Stock Details STEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$90.1K	Hold
2025 Q2	$83.1K	Hold
2025 Q1	$82.2K	Hold
2024 Q4	$84.2K	Sell
2024 Q3	$129K	Hold
2024 Q2	$114K	Hold
2024 Q1	$121K	Hold
2023 Q4	$139K	Hold
2023 Q3	$106K	Buy