Bleakley Financial Group’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,135
| Closed | -$152K | – | 902 |
|
|
2024
Q4 | $152K | Buy |
11,135
+72
| +0.7% | +$985 | ﹤0.01% | 969 |
|
|
2024
Q3 | $185K | Buy |
11,063
+318
| +3% | +$5.31K | 0.01% | 933 |
|
|
2024
Q2 | $128K | Buy |
+10,745
| New | +$128K | ﹤0.01% | 936 |
|
|
2023
Q3 | – | Sell |
-12,509
| Closed | -$236K | – | 945 |
|
|
2023
Q2 | $236K | Buy |
12,509
+851
| +7% | +$16K | 0.01% | 800 |
|
|
2023
Q1 | $209K | Buy |
+11,658
| New | +$209K | 0.01% | 814 |
|