Axxcess Wealth Management’s Steel Dynamics STLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,283	Closed	-$556K	–	936
2025 Q4	$556K	Buy	+3,283	New	+$521K	0.01%	670
2025 Q1	–	Sell	-1,967	Closed	-$224K	–	930
2024 Q4	$224K	Buy	1,967 +128	+7%	+$17K	0.01%	780
2024 Q3	$232K	Sell	1,839 -85	-4%	-$10.3K	0.01%	784
2024 Q2	$249K	Sell	1,924 -250	-11%	-$33.4K	0.01%	715
2024 Q1	$322K	Buy	2,174 +29	+1%	+$3.65K	0.01%	645
2023 Q4	$253K	Buy	2,145 +7	+0.3%	+$780	0.01%	706
2023 Q3	$229K	Buy	+2,138	New	+$223K	0.01%	686
2022 Q4	–	Sell	-4,235	Closed	-$300K	–	684
2022 Q3	$300K	Sell	4,235 -697	-14%	-$52.8K	0.03%	404
2022 Q2	$326K	Sell	4,932 -1,494	-23%	-$120K	0.03%	377
2022 Q1	$536K	Buy	+6,426	New	+$434K	0.04%	342