SWA

SFMG Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$930K	Buy	33,223 +12	+0%	+$336	0.07%	111
2025 Q1	$919K	Buy	33,211 +2,500	+8%	+$69.1K	0.07%	105
2024 Q4	$871K	Hold	30,711	–	–	0.07%	106
2024 Q3	$795K	Sell	30,711 -2,000	-6%	-$51.8K	0.06%	108
2024 Q2	$751K	Hold	32,711	–	–	0.07%	108
2024 Q1	$797K	Hold	32,711	–	–	0.07%	103
2023 Q4	$911K	Sell	32,711 -567	-2%	-$15.8K	0.08%	92
2023 Q3	$709K	Hold	33,278	–	–	0.07%	100
2023 Q2	$762K	Hold	33,278	–	–	0.08%	100
2023 Q1	$819K	Hold	33,278	–	–	0.09%	95
2022 Q4	$980K	Hold	33,278	–	–	0.11%	90
2022 Q3	$917K	Buy	33,278 +4,822	+17%	+$133K	0.11%	92
2022 Q2	$757K	Hold	28,456	–	–	0.09%	98
2022 Q1	$882K	Hold	28,456	–	–	0.09%	97
2021 Q4	$825K	Hold	28,456	–	–	0.08%	112
2021 Q3	$751K	Hold	28,456	–	–	0.08%	108
2021 Q2	$777K	Hold	28,456	–	–	0.09%	105
2021 Q1	$874K	Hold	28,456	–	–	0.1%	98
2020 Q4	$726K	Hold	28,456	–	–	0.09%	104
2020 Q3	$465K	Hold	28,456	–	–	0.06%	112
2020 Q2	$598K	Hold	28,456	–	–	0.09%	86
2020 Q1	$506K	Sell	28,456 -3,258	-10%	-$57.9K	0.08%	74
2019 Q4	$987K	Hold	31,714	–	–	0.12%	65
2019 Q3	$884K	Hold	31,714	–	–	0.12%	58
2019 Q2	$976K	Hold	31,714	–	–	0.13%	51
2019 Q1	$1.03M	Hold	31,714	–	–	0.15%	43
2018 Q4	$932K	Hold	31,714	–	–	0.15%	44
2018 Q3	$1.04M	Sell	31,714 -5,600	-15%	-$184K	0.16%	41
2018 Q2	$1.23M	Buy	+37,314	New	+$1.23M	0.2%	37