Sunbelt Securities’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 | $978K | Buy |
34,501
+16,783
| +95% | +$476K | 0.09% | 204 |
|
|
2025
Q1 | $490K | Sell |
17,718
-16,783
| -49% | -$464K | 0.04% | 334 |
|
|
2024
Q4 | $978K | Buy |
34,501
+28,129
| +441% | +$798K | 0.09% | 204 |
|
|
2024
Q3 | $165K | Buy |
6,372
+1,042
| +20% | +$27K | 0.02% | 649 |
|
|
2024
Q2 | $122K | Hold |
5,330
| – | – | 0.01% | 690 |
|
|
2024
Q1 | $130K | Hold |
5,330
| – | – | 0.01% | 654 |
|
|
2023
Q4 | $148K | Hold |
5,330
| – | – | 0.02% | 569 |
|
|
2023
Q3 | $114K | Hold |
5,330
| – | – | 0.02% | 620 |
|
|
2023
Q2 | $122K | Hold |
5,330
| – | – | 0.02% | 590 |
|
|
2023
Q1 | $131K | Buy |
+5,330
| New | +$131K | 0.02% | 519 |
|
|
2022
Q1 | – | Sell |
-126,150
| Closed | -$3.85M | – | 483 |
|
|
2021
Q4 | $3.85M | Buy |
126,150
+86,918
| +222% | +$2.65M | 0.62% | 40 |
|
|
2021
Q3 | $1.11M | Hold |
39,232
| – | – | 0.2% | 131 |
|
|
2021
Q2 | $1.11M | Buy |
39,232
+45
| +0.1% | +$1.27K | 0.2% | 131 |
|
|
2021
Q1 | $1.2M | Buy |
39,187
+19
| +0% | +$584 | 0.24% | 111 |
|
|
2020
Q4 | $999K | Buy |
+39,168
| New | +$999K | 0.21% | 119 |
|
|
2020
Q1 | – | Sell |
-206,833
| Closed | -$6.44M | – | 621 |
|
|
2019
Q4 | $6.44M | Buy |
206,833
+24
| +0% | +$747 | 0.68% | 28 |
|
|
2019
Q3 | $5.77M | Buy |
+206,809
| New | +$5.77M | 0.65% | 30 |
|
|
2018
Q3 | – | Sell |
-8,815
| Closed | -$291K | – | 229 |
|
|
2018
Q2 | $291K | Buy |
8,815
+15
| +0.2% | +$495 | 0.17% | 165 |
|
|
2018
Q1 | $259K | Buy |
+8,800
| New | +$259K | 0.24% | 146 |
|