Allworth Financial’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83K | Sell |
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|
2025
Q1 | $7.24K | Buy |
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|
2024
Q4 | $3.63K | Buy |
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|
2024
Q3 | $2.67K | Hold |
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|
2024
Q2 | $2.28K | Hold |
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|
2024
Q1 | $1.68K | Sell |
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|
2023
Q4 | $2.29K | Sell |
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|
2023
Q3 | $2.84K | Buy |
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|
2023
Q2 | $1.17K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Buy |
|