Plante Moran Financial 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 | $83.1K | Hold |
2,970
| – | – | 0.01% | 266 |
|
|
2025
Q1 | $82.2K | Hold |
2,970
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $84.2K | Sell |
2,970
-2,005
| -40% | -$56.8K | 0.01% | 280 |
|
|
2024
Q3 | $129K | Hold |
4,975
| – | – | 0.01% | 237 |
|
|
2024
Q2 | $114K | Hold |
4,975
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $121K | Hold |
4,975
| – | – | 0.01% | 226 |
|
|
2023
Q4 | $139K | Hold |
4,975
| – | – | 0.01% | 213 |
|
|
2023
Q3 | $106K | Buy |
+4,975
| New | +$106K | 0.01% | 221 |
|