Ever Source Wealth Advisors, LLC Stellar Bancorp Inc Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Stellar Bancorp Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 751 shares of STEL stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
751
Previous 133 464.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
618 Added 464.66%
751 $0
Q1 2025

May 13, 2025
BUY
N/A
121 Added 1008.33%
133 $0
Q4 2024

Feb 07, 2025
BUY
N/A
12 New
12 $0

Others Institutions Holding STEL

# of Institutions
193
Shares Held
31.9M
Call Options Held
0
Put Options Held
0
View Full List

About STELLAR BANCORP INC

STEL Quotes by TradingView
  • Ticker STEL
More about STEL
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email