Sheets Smith Wealth Management’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
15,819
+328
| +2% | +$9.18K | 0.05% | 298 |
|
|
2025
Q1 | $428K | Buy |
15,491
+663
| +4% | +$18.3K | 0.05% | 268 |
|
|
2024
Q4 | $420K | Buy |
14,828
+507
| +4% | +$14.4K | 0.05% | 284 |
|
|
2024
Q3 | $371K | Buy |
14,321
+75
| +0.5% | +$1.94K | 0.05% | 290 |
|
|
2024
Q2 | $327K | Buy |
14,246
+11
| +0.1% | +$253 | 0.04% | 304 |
|
|
2024
Q1 | $347K | Sell |
14,235
-1,187
| -8% | -$28.9K | 0.04% | 304 |
|
|
2023
Q4 | $429K | Buy |
15,422
+730
| +5% | +$20.3K | 0.06% | 237 |
|
|
2023
Q3 | $313K | Buy |
14,692
+403
| +3% | +$8.59K | 0.05% | 270 |
|
|
2023
Q2 | $327K | Sell |
14,289
-775
| -5% | -$17.7K | 0.05% | 267 |
|
|
2023
Q1 | $371K | Buy |
15,064
+4
| +0% | +$98 | 0.06% | 235 |
|
|
2022
Q4 | $444K | Buy |
+15,060
| New | +$444K | 0.07% | 212 |
|