Raymond James Financial Services Advisors’s Stellar Bancorp STEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,000	Closed	-$501K	–	3479
2023 Q4	$501K	Buy	18,000 +6,000	+50%	+$167K	﹤0.01%	2409
2023 Q3	$256K	Hold	12,000	–	–	﹤0.01%	2767
2023 Q2	$275K	Hold	12,000	–	–	﹤0.01%	2712
2023 Q1	$295K	Hold	12,000	–	–	﹤0.01%	2648
2022 Q4	$354K	Sell	12,000 -8,000	-40%	-$236K	﹤0.01%	2475
2022 Q3	$585K	Sell	20,000 -1,000	-5%	-$29.3K	﹤0.01%	2155
2022 Q2	$558K	Hold	21,000	–	–	﹤0.01%	2197
2022 Q1	$651K	Buy	21,000 +1,000	+5%	+$31K	﹤0.01%	2217
2021 Q4	$580K	Hold	20,000	–	–	﹤0.01%	2295
2021 Q3	$528K	Hold	20,000	–	–	﹤0.01%	2329
2021 Q2	$546K	Buy	20,000 +8,000	+67%	+$218K	﹤0.01%	2317
2021 Q1	$369K	Buy	12,000 +4,000	+50%	+$123K	﹤0.01%	2489
2020 Q4	$204K	Sell	8,000 -217,200	-96%	-$5.54M	﹤0.01%	2702
2020 Q3	$3.68M	Sell	225,200 -500	-0.2%	-$8.17K	0.01%	884
2020 Q2	$4.74M	Sell	225,700 -500	-0.2%	-$10.5K	0.02%	719
2020 Q1	$4.02M	Buy	226,200 +210,900	+1,378%	+$3.75M	0.02%	599
2019 Q4	$476K	Sell	15,300 -11,000	-42%	-$342K	﹤0.01%	2014
2019 Q3	$733K	Sell	26,300 -5,687	-18%	-$159K	﹤0.01%	1662
2019 Q2	$900K	Hold	31,987	–	–	﹤0.01%	1563
2019 Q1	$1.04M	Sell	31,987 -10,940	-25%	-$355K	﹤0.01%	1426
2018 Q4	$1.26M	Buy	42,927 +4,361	+11%	+$128K	0.01%	1144
2018 Q3	$1.37M	Buy	38,566 +21,000	+120%	+$747K	0.01%	1277
2018 Q2	$581K	Buy	17,566 +8,000	+84%	+$265K	﹤0.01%	1780
2018 Q1	$282K	Buy	+9,566	New	+$282K	﹤0.01%	2066