U.S. Capital Wealth Advisors’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	$674K	Hold	24,105	–	–	0.02%	529
2025 Q1	$667K	Buy	24,105 +14,503	+151%	+$401K	0.02%	515
2024 Q4	$272K	Buy	+9,602	New	+$272K	0.01%	709
2024 Q2	–	Sell	-28,500	Closed	-$694K	–	708
2024 Q1	$694K	Buy	+28,500	New	+$694K	0.03%	407