Wasatch Advisors’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-302,738
| Closed | -$6.36M | – | 261 |
|
|
2020
Q2 | $6.36M | Buy |
302,738
+10,660
| +4% | +$224K | 0.05% | 184 |
|
|
2020
Q1 | $5.19M | Sell |
292,078
-43,891
| -13% | -$780K | 0.05% | 169 |
|
|
2019
Q4 | $10.5M | Buy |
335,969
+26,514
| +9% | +$825K | 0.09% | 149 |
|
|
2019
Q3 | $8.63M | Buy |
309,455
+41,075
| +15% | +$1.15M | 0.08% | 149 |
|
|
2019
Q2 | $7.55M | Buy |
268,380
+40,608
| +18% | +$1.14M | 0.07% | 148 |
|
|
2019
Q1 | $7.4M | Buy |
227,772
+69,966
| +44% | +$2.27M | 0.08% | 139 |
|
|
2018
Q4 | $4.64M | Sell |
157,806
-1,888
| -1% | -$55.5K | 0.06% | 164 |
|
|
2018
Q3 | $5.68M | Buy |
159,694
+168
| +0.1% | +$5.97K | 0.06% | 163 |
|
|
2018
Q2 | $5.27M | Buy |
159,526
+29,625
| +23% | +$979K | 0.06% | 160 |
|
|
2018
Q1 | $3.82M | Buy |
129,901
+52,954
| +69% | +$1.56M | 0.05% | 171 |
|
|
2017
Q4 | $2.28M | Buy |
+76,947
| New | +$2.28M | 0.03% | 212 |
|