AE Wealth Management’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
3,532
+1,246
| +55% | +$160K | ﹤0.01% | 960 |
|
|
2025
Q1 | $286K | Buy |
2,286
+152
| +7% | +$19K | ﹤0.01% | 1109 |
|
|
2024
Q4 | $243K | Buy |
2,134
+155
| +8% | +$17.7K | ﹤0.01% | 1187 |
|
|
2024
Q3 | $250K | Buy |
1,979
+434
| +28% | +$54.7K | ﹤0.01% | 1093 |
|
|
2024
Q2 | $200K | Sell |
1,545
-61
| -4% | -$7.9K | ﹤0.01% | 1170 |
|
|
2024
Q1 | $238K | Sell |
1,606
-32,647
| -95% | -$4.84M | ﹤0.01% | 1037 |
|
|
2023
Q4 | $3.97M | Sell |
34,253
-1,919
| -5% | -$223K | 0.02% | 668 |
|
|
2023
Q3 | $3.88M | Buy |
36,172
+246
| +0.7% | +$26.4K | 0.02% | 615 |
|
|
2023
Q2 | $3.91M | Buy |
35,926
+6,945
| +24% | +$757K | 0.02% | 618 |
|
|
2023
Q1 | $3.28M | Sell |
28,981
-1,465
| -5% | -$166K | 0.02% | 630 |
|
|
2022
Q4 | $2.97M | Buy |
30,446
+1,828
| +6% | +$179K | 0.02% | 617 |
|
|
2022
Q3 | $2.03M | Buy |
28,618
+1,018
| +4% | +$72.2K | 0.02% | 697 |
|
|
2022
Q2 | $1.83M | Buy |
27,600
+3,279
| +13% | +$217K | 0.01% | 698 |
|
|
2022
Q1 | $2.03M | Sell |
24,321
-454
| -2% | -$37.9K | 0.01% | 697 |
|
|
2021
Q4 | $1.54M | Buy |
24,775
+3,495
| +16% | +$217K | 0.01% | 783 |
|
|
2021
Q3 | $1.24M | Buy |
21,280
+1,423
| +7% | +$83.2K | 0.01% | 803 |
|
|
2021
Q2 | $1.18M | Sell |
19,857
-5,727
| -22% | -$341K | 0.01% | 782 |
|
|
2021
Q1 | $1.3M | Buy |
25,584
+1,126
| +5% | +$57.2K | 0.01% | 690 |
|
|
2020
Q4 | $902K | Sell |
24,458
-2,246
| -8% | -$82.8K | 0.01% | 741 |
|
|
2020
Q3 | $765K | Sell |
26,704
-1,979
| -7% | -$56.7K | 0.01% | 710 |
|
|
2020
Q2 | $748K | Buy |
28,683
+534
| +2% | +$13.9K | 0.01% | 715 |
|
|
2020
Q1 | $634K | Buy |
28,149
+2,547
| +10% | +$57.4K | 0.01% | 607 |
|
|
2019
Q4 | $871K | Sell |
25,602
-6,755
| -21% | -$230K | 0.02% | 557 |
|
|
2019
Q3 | $964K | Buy |
32,357
+918
| +3% | +$27.4K | 0.03% | 456 |
|
|
2019
Q2 | $949K | Buy |
31,439
+12,274
| +64% | +$370K | 0.03% | 421 |
|
|
2019
Q1 | $676K | Buy |
+19,165
| New | +$676K | 0.05% | 288 |
|
|
2018
Q4 | – | Sell |
-4,930
| Closed | -$223K | – | 582 |
|
|
2018
Q3 | $223K | Buy |
+4,930
| New | +$223K | 0.01% | 532 |
|