Avantax Advisory Services’s Sterling Infrastructure STRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$978K Sell
4,239
-167
-4% -$29.2K 0.01% 1188
2025
Q1
$499K Buy
4,406
+1,697
+63% +$239K ﹤0.01% 1503
2024
Q4
$456K Sell
2,709
-188
-6% -$32.5K ﹤0.01% 1509
2024
Q3
$420K Buy
2,897
+871
+43% +$103K ﹤0.01% 1532
2024
Q2
$240K Sell
2,026
-425
-17% -$48.5K ﹤0.01% 1845
2024
Q1
$270K Sell
2,451
-448
-15% -$40.7K ﹤0.01% 1361
2023
Q4
$255K Buy
+2,899
New +$210K ﹤0.01% 1330

Other funds holding STRL

Avantax Advisory Services's STRL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Sterling Infrastructure (STRL) stake by 3.8% in Q2 2025, selling an estimated $29.2K and leaving 4,239 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #1188.

Avantax Advisory Services first reported a position in STRL in Q4 2023 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold STRL as of Q2 2025.

  • Avantax Advisory Services held 4,239 shares of Sterling Infrastructure worth $978K as of Q2 2025.
  • Avantax Advisory Services sold 167 Sterling Infrastructure shares in Q2 2025, an estimated $29.2K.
  • Sterling Infrastructure made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1188 holding.
  • Avantax Advisory Services first reported a position in Sterling Infrastructure in Q4 2023 and has held it in 7 quarters since.
  • 517 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.