Avantax Advisory Services’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 | $997K | Buy |
7,788
+1,321
| +20% | +$169K | 0.01% | 1177 |
|
|
2025
Q1 | $809K | Buy |
6,467
+113
| +2% | +$14.1K | ﹤0.01% | 1200 |
|
|
2024
Q4 | $725K | Buy |
6,354
+280
| +5% | +$31.9K | ﹤0.01% | 1222 |
|
|
2024
Q3 | $766K | Buy |
6,074
+931
| +18% | +$117K | 0.01% | 1159 |
|
|
2024
Q2 | $666K | Buy |
5,143
+1,677
| +48% | +$217K | ﹤0.01% | 1194 |
|
|
2024
Q1 | $514K | Buy |
3,466
+365
| +12% | +$54.1K | ﹤0.01% | 1021 |
|
|
2023
Q4 | $366K | Buy |
3,101
+272
| +10% | +$32.1K | ﹤0.01% | 1134 |
|
|
2023
Q3 | $303K | Buy |
2,829
+129
| +5% | +$13.8K | ﹤0.01% | 1195 |
|
|
2023
Q2 | $294K | Buy |
2,700
+79
| +3% | +$8.61K | ﹤0.01% | 1199 |
|
|
2023
Q1 | $296K | Buy |
2,621
+303
| +13% | +$34.3K | ﹤0.01% | 1157 |
|
|
2022
Q4 | $226K | Buy |
+2,318
| New | +$226K | ﹤0.01% | 1250 |
|
|
2021
Q4 | – | Sell |
-5,311
| Closed | -$311K | – | 1277 |
|
|
2021
Q3 | $311K | Buy |
+5,311
| New | +$311K | 0.01% | 910 |
|