WAM
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Wakefield Asset Management’s Stellar Bancorp STEL Stock Holding History

Wakefield Asset Management’s Portfolio STEL Stock Details STEL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,397
Closed -$719K – 207
2022
Q4 		$719K Buy
+24,397
New +$719K 0.3% 112