Allegheny Financial Group’s Sotera Health SHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,630	Closed	-$194K	–	250
2024 Q3	$194K	Buy	11,630 +345	+3%	+$5.76K	0.05%	234
2024 Q2	$134K	Buy	11,285 +690	+7%	+$8.19K	0.04%	214
2024 Q1	$127K	Buy	10,595 +115	+1%	+$1.38K	0.04%	201
2023 Q4	$177K	Buy	+10,480	New	+$177K	0.06%	204