Spire 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
2022 Q4	–	Sell	-28,221	Closed	-$825K	–	2398
2022 Q3	$825K	Sell	28,221 -1,088	-4%	-$31.8K	0.05%	242
2022 Q2	$779K	Buy	29,309 +28,765	+5,288%	+$765K	0.03%	380
2022 Q1	$17K	Buy	+544	New	+$17K	﹤0.01%	1881