Symphony Financial’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,250
| Closed | -$234K | – | 203 |
|
|
2024
Q4 | $234K | Hold |
8,250
| – | – | 0.04% | 203 |
|
|
2024
Q3 | $210K | Sell |
8,250
-1,250
| -13% | -$31.9K | 0.03% | 213 |
|
|
2024
Q2 | $211K | Hold |
9,500
| – | – | 0.04% | 199 |
|
|
2024
Q1 | $231K | Hold |
9,500
| – | – | 0.05% | 172 |
|
|
2023
Q4 | $245K | Buy |
+9,500
| New | +$245K | 0.05% | 177 |
|
|
2023
Q3 | – | Sell |
-12,080
| Closed | -$281K | – | 186 |
|
|
2023
Q2 | $281K | Hold |
12,080
| – | – | 0.07% | 157 |
|
|
2023
Q1 | $297K | Hold |
12,080
| – | – | 0.08% | 175 |
|
|
2022
Q4 | $347K | Buy |
+12,080
| New | +$347K | 0.09% | 160 |
|