SFMG Wealth Advisors’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
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|
2025
Q1 | $919K | Buy |
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|
2024
Q4 | $871K | Hold |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $751K | Hold |
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|
2024
Q1 | $797K | Hold |
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|
2023
Q4 | $911K | Sell |
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|
2023
Q3 | $709K | Hold |
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|
2023
Q2 | $762K | Hold |
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|
2023
Q1 | $819K | Hold |
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|
2022
Q4 | $980K | Hold |
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|
2022
Q3 | $917K | Buy |
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|
2022
Q2 | $757K | Hold |
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|
2022
Q1 | $882K | Hold |
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|
2021
Q4 | $825K | Hold |
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|
2021
Q3 | $751K | Hold |
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|
2021
Q2 | $777K | Hold |
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|
2021
Q1 | $874K | Hold |
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|
2020
Q4 | $726K | Hold |
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|
2020
Q3 | $465K | Hold |
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|
2020
Q2 | $598K | Hold |
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|
2020
Q1 | $506K | Sell |
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|
2019
Q4 | $987K | Hold |
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|
2019
Q3 | $884K | Hold |
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|
2019
Q2 | $976K | Hold |
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|
2019
Q1 | $1.03M | Hold |
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|
2018
Q4 | $932K | Hold |
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|
2018
Q3 | $1.04M | Sell |
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|
2018
Q2 | $1.23M | Buy |
|