UBS AM’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 | $3.85M | Buy |
137,433
+50,898
| +59% | +$1.42M | ﹤0.01% | 1827 |
|
|
2025
Q1 | $2.39M | Buy |
86,535
+15,115
| +21% | +$418K | ﹤0.01% | 1901 |
|
|
2024
Q4 | $2.02M | Buy |
71,420
+10,210
| +17% | +$289K | ﹤0.01% | 2040 |
|
|
2024
Q3 | $1.58M | Sell |
61,210
-1,508
| -2% | -$39K | ﹤0.01% | 2162 |
|
|
2024
Q2 | $1.44M | Buy |
62,718
+19,947
| +47% | +$458K | ﹤0.01% | 2171 |
|
|
2024
Q1 | $1.04M | Hold |
42,771
| – | – | ﹤0.01% | 1992 |
|
|
2023
Q4 | $1.19M | Sell |
42,771
-367
| -0.9% | -$10.2K | ﹤0.01% | 1932 |
|
|
2023
Q3 | $920K | Buy |
43,138
+1,986
| +5% | +$42.3K | ﹤0.01% | 1998 |
|
|
2023
Q2 | $1.01M | Hold |
41,152
| – | – | ﹤0.01% | 1999 |
|
|
2023
Q1 | $1.01M | Buy |
41,152
+1,639
| +4% | +$40.3K | ﹤0.01% | 1999 |
|
|
2022
Q4 | $1.16M | Buy |
39,513
+27,508
| +229% | +$810K | ﹤0.01% | 1784 |
|
|
2022
Q3 | $351K | Hold |
12,005
| – | – | ﹤0.01% | 2465 |
|
|
2022
Q2 | $319K | Hold |
12,005
| – | – | ﹤0.01% | 2464 |
|
|
2022
Q1 | $372K | Hold |
12,005
| – | – | ﹤0.01% | 2546 |
|
|
2021
Q4 | $348K | Buy |
+12,005
| New | +$348K | ﹤0.01% | 2650 |
|