Axxcess Wealth Management’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,967
| Closed | -$224K | – | 929 |
|
|
2024
Q4 | $224K | Buy |
1,967
+128
| +7% | +$14.6K | 0.01% | 779 |
|
|
2024
Q3 | $232K | Sell |
1,839
-85
| -4% | -$10.7K | 0.01% | 783 |
|
|
2024
Q2 | $249K | Sell |
1,924
-250
| -11% | -$32.4K | 0.01% | 714 |
|
|
2024
Q1 | $322K | Buy |
2,174
+29
| +1% | +$4.3K | 0.01% | 643 |
|
|
2023
Q4 | $253K | Buy |
2,145
+7
| +0.3% | +$827 | 0.01% | 704 |
|
|
2023
Q3 | $229K | Buy |
+2,138
| New | +$229K | 0.01% | 686 |
|
|
2022
Q4 | – | Sell |
-4,235
| Closed | -$300K | – | 681 |
|
|
2022
Q3 | $300K | Sell |
4,235
-697
| -14% | -$49.4K | 0.03% | 401 |
|
|
2022
Q2 | $326K | Sell |
4,932
-1,494
| -23% | -$98.8K | 0.03% | 373 |
|
|
2022
Q1 | $536K | Buy |
+6,426
| New | +$536K | 0.04% | 338 |
|