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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Hold	200	–	–	﹤0.01%	854
2025 Q4	$2K	Hold	200	–	–	﹤0.01%	803
2025 Q3	$2K	Hold	200	–	–	﹤0.01%	751
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%	950
2024 Q1	$2K	Hold	200	–	–	﹤0.01%	985
2023 Q4	$2K	Hold	200	–	–	﹤0.01%	979
2023 Q3	$3K	Hold	200	–	–	﹤0.01%	782
2023 Q2	$3K	Hold	200	–	–	﹤0.01%	748
2023 Q1	$3K	Hold	200	–	–	﹤0.01%	734
2022 Q4	$2K	Hold	200	–	–	﹤0.01%	752
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	754
2022 Q2	$2K	Sell	200 -100	-33%	-$1.29K	﹤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	+$3.44K	﹤0.01%	662