Steward Partners Investment Advisory’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 | $1.81M | Hold |
64,748
| – | – | 0.01% | 747 |
|
|
2025
Q1 | $1.79M | Hold |
64,748
| – | – | 0.02% | 692 |
|
|
2024
Q4 | $1.84M | Hold |
64,748
| – | – | 0.02% | 668 |
|
|
2024
Q3 | $1.68M | Buy |
+64,748
| New | +$1.68M | 0.02% | 683 |
|
|
2023
Q2 | – | Sell |
-64,748
| Closed | -$1.59M | – | 3384 |
|
|
2023
Q1 | $1.59M | Sell |
64,748
-425
| -0.7% | -$10.5K | 0.03% | 536 |
|
|
2022
Q4 | $1.92M | Buy |
+65,173
| New | +$1.92M | 0.03% | 461 |
|