SWM
Segment Wealth Management’s Stellar Bancorp STEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
79,938
+32
| +0% | +$895 | 0.14% | 99 |
|
|
2025
Q1 | $2.21M | Buy |
79,906
+33
| +0% | +$913 | 0.15% | 93 |
|
|
2024
Q4 | $2.26M | Buy |
79,873
+31
| +0% | +$879 | 0.15% | 92 |
|
|
2024
Q3 | $2.07M | Buy |
79,842
+32
| +0% | +$828 | 0.14% | 96 |
|
|
2024
Q2 | $1.83M | Buy |
79,810
+71
| +0.1% | +$1.63K | 0.14% | 105 |
|
|
2024
Q1 | $1.94M | Buy |
79,739
+29
| +0% | +$706 | 0.15% | 98 |
|
|
2023
Q4 | $2.22M | Buy |
79,710
+38
| +0% | +$1.06K | 0.2% | 88 |
|
|
2023
Q3 | $1.7M | Buy |
79,672
+35
| +0% | +$746 | 0.17% | 91 |
|
|
2023
Q2 | $1.82M | Buy |
79,637
+32
| +0% | +$732 | 0.19% | 89 |
|
|
2023
Q1 | $1.96M | Buy |
79,605
+27
| +0% | +$664 | 0.22% | 81 |
|
|
2022
Q4 | $2.34M | Buy |
+79,578
| New | +$2.34M | 0.27% | 79 |
|