Valley National Advisers’s Stellus Capital Investment Corp SCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Hold
200
﹤0.01% 738
2025
Q1
$2K Hold
200
﹤0.01% 726
2024
Q4
$2K Hold
200
﹤0.01% 697
2024
Q3
$2K Hold
200
﹤0.01% 668
2024
Q2
$2K Hold
200
﹤0.01% 949
2024
Q1
$2K Hold
200
﹤0.01% 982
2023
Q4
$2K Hold
200
﹤0.01% 977
2023
Q3
$3K Hold
200
﹤0.01% 780
2023
Q2
$3K Hold
200
﹤0.01% 747
2023
Q1
$3K Hold
200
﹤0.01% 731
2022
Q4
$2K Hold
200
﹤0.01% 752
2022
Q3
$3K Hold
200
﹤0.01% 754
2022
Q2
$2K Sell
200
-100
-33% -$1K ﹤0.01% 778
2022
Q1
$4K Hold
300
﹤0.01% 730
2021
Q4
$4K Hold
300
﹤0.01% 719
2021
Q3
$4K Hold
300
﹤0.01% 704
2021
Q2
$4K Hold
300
﹤0.01% 708
2021
Q1
$4K Buy
+300
New +$4K ﹤0.01% 662