Wharton Business Group’s S&T Bancorp STBA Stock Holding History

Wharton Business Group’s Portfolio STBA Stock Details STBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$979K	Buy	26,105 +55	+0.2%	+$2.06K	0.04%	81
2025 Q1	$965K	Buy	26,050 +51	+0.2%	+$1.89K	0.04%	80
2024 Q4	$994K	Buy	25,999 +47	+0.2%	+$1.8K	0.04%	80
2024 Q3	$1.09M	Buy	25,952 +47	+0.2%	+$1.97K	0.05%	82
2024 Q2	$865K	Buy	25,905 +58	+0.2%	+$1.94K	0.04%	81
2024 Q1	$829K	Buy	25,847 +61	+0.2%	+$1.96K	0.04%	82
2023 Q4	$862K	Buy	25,786 +67	+0.3%	+$2.24K	0.04%	79
2023 Q3	$696K	Buy	25,719 +62	+0.2%	+$1.68K	0.04%	87
2023 Q2	$698K	Buy	25,657 +65	+0.3%	+$1.77K	0.05%	77
2023 Q1	$804K	Buy	25,592 +46	+0.2%	+$1.45K	0.05%	77
2022 Q4	$873K	Buy	25,546 +45	+0.2%	+$1.54K	0.05%	78
2022 Q3	$747K	Buy	25,501 +5,418	+27%	+$159K	0.05%	76
2022 Q2	$551K	Hold	20,083	–	–	0.04%	81
2022 Q1	$594K	Hold	20,083	–	–	0.04%	78
2021 Q4	$633K	Buy	+20,083	New	+$633K	0.04%	81
2021 Q3	–	Sell	-20,083	Closed	-$629K	–	120
2021 Q2	$629K	Hold	20,083	–	–	0.05%	70
2021 Q1	$673K	Buy	20,083 +2,000	+11%	+$67K	0.05%	65
2020 Q4	$449K	Hold	18,083	–	–	0.04%	78
2020 Q3	$310K	Hold	18,083	–	–	0.03%	87
2020 Q2	$424K	Hold	18,083	–	–	0.04%	73
2020 Q1	$494K	Hold	18,083	–	–	0.06%	59
2019 Q4	$729K	Hold	18,083	–	–	0.07%	58
2019 Q3	$661K	Hold	18,083	–	–	0.07%	59
2019 Q2	$678K	Hold	18,083	–	–	0.07%	59
2019 Q1	$715K	Hold	18,083	–	–	0.07%	60
2018 Q4	$684K	Hold	18,083	–	–	0.08%	58
2018 Q3	$784K	Hold	18,083	–	–	0.08%	60
2018 Q2	$782K	Hold	18,083	–	–	0.08%	61
2018 Q1	$722K	Hold	18,083	–	–	0.07%	61
2017 Q4	$686K	Hold	18,083	–	–	0.07%	68
2017 Q3	$716K	Hold	18,083	–	–	0.08%	67
2017 Q2	$648K	Hold	18,083	–	–	0.07%	72
2017 Q1	$626K	Hold	18,083	–	–	0.07%	76
2016 Q4	$706K	Buy	18,083 +1,000	+6%	+$39K	0.08%	78
2016 Q3	$495K	Hold	17,083	–	–	0.06%	90
2016 Q2	$418K	Hold	17,083	–	–	0.05%	101
2016 Q1	$440K	Hold	17,083	–	–	0.05%	99
2015 Q4	$526K	Hold	17,083	–	–	0.05%	99
2015 Q3	$557K	Hold	17,083	–	–	0.06%	97
2015 Q2	$505	Hold	17,083	–	–	0.03%	103
2015 Q1	$485K	Hold	17,083	–	–	0.04%	112
2014 Q4	$509K	Buy	17,083 +100	+0.6%	+$2.98K	0.04%	110
2014 Q3	$398K	Buy	16,983 +8,643	+104%	+$203K	0.04%	125
2014 Q2	$207K	Buy	+8,340	New	+$207K	0.02%	137
2014 Q1	–	Sell	-8,340	Closed	-$211K	–	157
2013 Q4	$211K	Hold	8,340	–	–	0.02%	143
2013 Q3	$202K	Buy	+8,340	New	+$202K	0.02%	144