Summit Global Investments’s Stellar Bancorp STEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,800	Closed	-$318K	–	574
2022 Q4	$318K	Buy	10,800 +200	+2%	+$5.89K	0.03%	385
2022 Q3	$310K	Buy	10,600 +100	+1%	+$2.93K	0.03%	393
2022 Q2	$279K	Hold	10,500	–	–	0.02%	413
2022 Q1	$326K	Buy	+10,500	New	+$326K	0.02%	398