Steward Partners Investment Advisory’s Stellar Bancorp STEL Stock Holding History

Steward Partners Investment Advisory’s Portfolio STEL Stock Details STEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$1.81M	Hold
2025 Q1	$1.79M	Hold
2024 Q4	$1.84M	Hold
2024 Q3	$1.68M	Buy
2023 Q2	–	Sell
2023 Q1	$1.59M	Sell
2022 Q4	$1.92M	Buy