Applied Finance Capital 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	$490K	Hold	3,831	–	–	0.03%	201
2025 Q1	$479K	Hold	3,831	–	–	0.04%	198
2024 Q4	$437K	Hold	3,831	–	–	0.02%	209
2024 Q3	$483K	Hold	3,831	–	–	0.02%	203
2024 Q2	$496K	Buy	+3,831	New	+$496K	0.02%	189