Bank of Montreal’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
10,727
+971
| +10% | +$53.9K | ﹤0.01% | 1921 |
|
|
2025
Q1 | $510K | Buy |
9,756
+2,530
| +35% | +$132K | ﹤0.01% | 1947 |
|
|
2024
Q4 | $418K | Buy |
7,226
+1,125
| +18% | +$65.1K | ﹤0.01% | 2066 |
|
|
2024
Q3 | $349K | Buy |
6,101
+1,201
| +25% | +$68.8K | ﹤0.01% | 2376 |
|
|
2024
Q2 | $226K | Buy |
+4,900
| New | +$226K | ﹤0.01% | 2647 |
|
|
2021
Q2 | – | Sell |
-574
| Closed | -$21K | – | 4436 |
|
|
2021
Q1 | $21K | Sell |
574
-2,573
| -82% | -$94.1K | ﹤0.01% | 3646 |
|
|
2020
Q4 | $116K | Buy |
+3,147
| New | +$116K | ﹤0.01% | 3056 |
|