Allworth Financial’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
$1.41M Buy
11,012
+5,991
+119% +$767K 0.01% 551
2025
Q1
$640K Buy
5,021
+49
+1% +$6.24K ﹤0.01% 627
2024
Q4
$611K Buy
4,972
+56
+1% +$6.88K ﹤0.01% 637
2024
Q3
$620K Sell
4,916
-55
-1% -$6.93K ﹤0.01% 530
2024
Q2
$638K Buy
4,971
+41
+0.8% +$5.27K ﹤0.01% 519
2024
Q1
$731K Buy
4,930
+77
+2% +$11.4K 0.01% 466
2023
Q4
$573K Buy
4,853
+103
+2% +$12.2K ﹤0.01% 496
2023
Q3
$509K Sell
4,750
-9,122
-66% -$978K ﹤0.01% 486
2023
Q2
$1.51M Buy
13,872
+9,256
+201% +$1.01M 0.01% 317
2023
Q1
$522K Buy
4,616
+4,015
+668% +$454K 0.01% 462
2022
Q4
$58.7K Sell
601
-3
-0.5% -$293 ﹤0.01% 957
2022
Q3
$43K Buy
604
+16
+3% +$1.14K ﹤0.01% 1011
2022
Q2
$39K Buy
588
+53
+10% +$3.52K ﹤0.01% 989
2022
Q1
$45K Buy
535
+528
+7,543% +$44.4K ﹤0.01% 934
2021
Q4
$0 Buy
+7
New ﹤0.01% 2110
2020
Q1
Sell
-291
Closed -$10K 1322
2019
Q4
$10K Hold
291
﹤0.01% 654
2019
Q3
$9K Hold
291
﹤0.01% 606
2019
Q2
$9K Hold
291
﹤0.01% 604
2019
Q1
$10K Hold
291
﹤0.01% 579
2018
Q4
$9K Hold
291
﹤0.01% 542
2018
Q3
$13K Hold
291
﹤0.01% 515
2018
Q2
$13K Buy
+291
New +$13K ﹤0.01% 482