Advisory Research’s Sterling Infrastructure STRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,318
Closed -$556K 300
2023
Q4
$556K Sell
6,318
-1,542
-20% -$136K 0.09% 225
2023
Q3
$578K Sell
7,860
-5,114
-39% -$376K 0.08% 255
2023
Q2
$724K Sell
12,974
-11,039
-46% -$616K 0.09% 245
2023
Q1
$910K Sell
24,013
-2,576
-10% -$97.6K 0.15% 170
2022
Q4
$872K Buy
26,589
+9,553
+56% +$313K 0.08% 177
2022
Q3
$365K Buy
+17,036
New +$365K 0.04% 265
2016
Q4
Sell
-38,400
Closed -$297K 373
2016
Q3
$297K Sell
38,400
-1,800
-4% -$13.9K ﹤0.01% 234
2016
Q2
$197K Buy
+40,200
New +$197K ﹤0.01% 245