Avantax Advisory Services’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Sell |
2,314
-1,317
| -36% | -$316K | ﹤0.01% | 1525 |
|
|
2025
Q1 | $823K | Buy |
3,631
+511
| +16% | +$116K | 0.01% | 1189 |
|
|
2024
Q4 | $641K | Sell |
3,120
-154
| -5% | -$31.7K | ﹤0.01% | 1298 |
|
|
2024
Q3 | $794K | Sell |
3,274
-251
| -7% | -$60.9K | 0.01% | 1145 |
|
|
2024
Q2 | $774K | Buy |
+3,525
| New | +$774K | 0.01% | 1120 |
|
|
2023
Q3 | – | Sell |
-974
| Closed | -$219K | – | 1619 |
|
|
2023
Q2 | $219K | Buy |
+974
| New | +$219K | ﹤0.01% | 1356 |
|
|
2023
Q1 | – | Sell |
-1,118
| Closed | -$207K | – | 1535 |
|
|
2022
Q4 | $207K | Buy |
+1,118
| New | +$207K | ﹤0.01% | 1294 |
|
|
2022
Q2 | – | Sell |
-959
| Closed | -$231K | – | 1389 |
|
|
2022
Q1 | $231K | Sell |
959
-32
| -3% | -$7.71K | ﹤0.01% | 1127 |
|
|
2021
Q4 | $241K | Buy |
+991
| New | +$241K | ﹤0.01% | 1086 |
|