WJ Interests’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
27,506
+5
| +0% | +$140 | 0.33% | 13 |
|
|
2025
Q1 | $761K | Buy |
+27,501
| New | +$761K | 0.35% | 13 |
|
|
2024
Q4 | – | Sell |
-27,490
| Closed | -$712K | – | 19 |
|
|
2024
Q3 | $712K | Buy |
+27,490
| New | +$712K | 0.31% | 14 |
|
|
2023
Q4 | – | Sell |
-50,704
| Closed | -$1.08M | – | 14 |
|
|
2023
Q3 | $1.08M | Hold |
50,704
| – | – | 0.75% | 10 |
|
|
2023
Q2 | $1.23M | Buy |
+50,704
| New | +$1.23M | 0.81% | 10 |
|
|
2023
Q1 | – | Sell |
-50,688
| Closed | -$1.49M | – | 52 |
|
|
2022
Q4 | $1.49M | Buy |
+50,688
| New | +$1.49M | 1.24% | 11 |
|