RBA
Richard Bernstein Advisors’s Stellar Bancorp STEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-114,177
| Closed | -$3.16M | – | 242 |
|
|
2025
Q1 | $3.16M | Sell |
114,177
-4,492
| -4% | -$124K | 0.08% | 139 |
|
|
2024
Q4 | $3.36M | Hold |
118,669
| – | – | 0.08% | 145 |
|
|
2024
Q3 | $3.07M | Hold |
118,669
| – | – | 0.07% | 163 |
|
|
2024
Q2 | $2.72M | Buy |
118,669
+21
| +0% | +$482 | 0.06% | 172 |
|
|
2024
Q1 | $2.89M | Hold |
118,648
| – | – | 0.06% | 172 |
|
|
2023
Q4 | $3.3M | Buy |
118,648
+72
| +0.1% | +$2K | 0.07% | 112 |
|
|
2023
Q3 | $2.53M | Buy |
+118,576
| New | +$2.53M | 0.06% | 165 |
|