B. Riley Wealth Advisors’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,276
| Closed | -$245K | – | 1587 |
|
|
2024
Q1 | $245K | Buy |
+2,276
| New | +$245K | 0.01% | 1156 |
|
|
2023
Q4 | – | Sell |
-2,276
| Closed | -$245K | – | 1499 |
|
|
2023
Q3 | $245K | Sell |
2,276
-143
| -6% | -$15.4K | 0.01% | 1156 |
|
|
2023
Q2 | $265K | Sell |
2,419
-974
| -29% | -$107K | 0.01% | 1194 |
|
|
2023
Q1 | $385K | Buy |
+3,393
| New | +$385K | 0.01% | 933 |
|
|
2021
Q4 | – | Sell |
-6,267
| Closed | -$367K | – | 1487 |
|
|
2021
Q3 | $367K | Buy |
6,267
+502
| +9% | +$29.4K | 0.01% | 935 |
|
|
2021
Q2 | $344K | Buy |
+5,765
| New | +$344K | 0.01% | 949 |
|
|
2018
Q4 | – | Sell |
-5,225
| Closed | -$237K | – | 734 |
|
|
2018
Q3 | $237K | Sell |
5,225
-450
| -8% | -$20.4K | 0.03% | 583 |
|
|
2018
Q2 | $261K | Buy |
+5,675
| New | +$261K | 0.03% | 523 |
|
|
2017
Q2 | – | Sell |
-7,088
| Closed | -$247K | – | 551 |
|
|
2017
Q1 | $247K | Sell |
7,088
-1,031
| -13% | -$35.9K | 0.05% | 406 |
|
|
2016
Q4 | $289K | Buy |
+8,119
| New | +$289K | 0.06% | 357 |
|
|
2015
Q1 | – | Sell |
-3,100
| Closed | -$61 | – | 1801 |
|
|
2014
Q4 | $61 | Buy |
+3,100
| New | +$61 | ﹤0.01% | 1988 |
|
|
2014
Q3 | – | Sell |
-3,100
| Closed | -$55.6K | – | 1730 |
|
|
2014
Q2 | $55.6K | Sell |
3,100
-600
| -16% | -$10.8K | 0.01% | 984 |
|
|
2014
Q1 | $66K | Sell |
3,700
-700
| -16% | -$12.5K | 0.02% | 707 |
|
|
2013
Q4 | $86K | Hold |
4,400
| – | – | 0.03% | 579 |
|
|
2013
Q3 | $74K | Buy |
+4,400
| New | +$74K | 0.03% | 600 |
|