Atria Wealth Solutions’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,802
| Closed | -$409K | – | 1864 |
|
|
2025
Q1 | $409K | Buy |
1,802
+615
| +52% | +$139K | ﹤0.01% | 1292 |
|
|
2024
Q4 | $244K | Sell |
1,187
-112
| -9% | -$23K | ﹤0.01% | 1655 |
|
|
2024
Q3 | $315K | Sell |
1,299
-1,135
| -47% | -$275K | ﹤0.01% | 1472 |
|
|
2024
Q2 | $534K | Sell |
2,434
-457
| -16% | -$100K | 0.01% | 1197 |
|
|
2024
Q1 | $650K | Sell |
2,891
-82
| -3% | -$18.4K | 0.01% | 1122 |
|
|
2023
Q4 | $654K | Buy |
2,973
+99
| +3% | +$21.8K | 0.01% | 1064 |
|
|
2023
Q3 | $630K | Sell |
2,874
-97
| -3% | -$21.3K | 0.01% | 1020 |
|
|
2023
Q2 | $668K | Sell |
2,971
-298
| -9% | -$67K | 0.01% | 1025 |
|
|
2023
Q1 | $625K | Buy |
3,269
+1,222
| +60% | +$234K | 0.01% | 1007 |
|
|
2022
Q4 | $378K | Sell |
2,047
-397
| -16% | -$73.3K | 0.01% | 1222 |
|
|
2022
Q3 | $406K | Sell |
2,444
-1,219
| -33% | -$203K | 0.01% | 1136 |
|
|
2022
Q2 | $755K | Buy |
3,663
+1,369
| +60% | +$282K | 0.01% | 790 |
|
|
2022
Q1 | $555K | Buy |
+2,294
| New | +$555K | 0.01% | 1009 |
|