Precedent Wealth Partners’s Stellar Bancorp STEL Stock Holding History

Precedent Wealth Partners’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	$485K	Hold
2025 Q2	$448K	Hold
2025 Q1	$443K	Hold
2024 Q4	$454K	Hold
2024 Q3	$414K	Hold
2024 Q2	$367K	Hold
2024 Q1	$390K	Hold
2023 Q4	$445K	Buy