U.S. Capital Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$586K Sell
2025
Q2
$674K Hold
2025
Q1
$667K Buy
2024
Q4
$272K Buy
2024
Q2
Sell
2024
Q1
$694K Buy