Carolina Wealth Advisors’s Steel Dynamics STLD Stock Holding History

Carolina Wealth Advisors’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-569	Closed	-$71.7K	–	345
2024 Q3	$71.7K	Buy	569 +14	+3%	+$1.7K	0.04%	91
2024 Q2	$71.9K	Buy	555 +30	+6%	+$4K	0.04%	83
2024 Q1	$77.8K	Hold	525	–	–	0.04%	90
2023 Q4	$62K	Hold	525	–	–	0.03%	108
2023 Q3	$56.3K	Sell	525 -25	-5%	-$2.6K	0.03%	118
2023 Q2	$59.9K	Sell	550 -4,114	-88%	-$419K	0.04%	96
2023 Q1	$527K	Sell	4,664 -1,302	-22%	-$151K	0.31%	40
2022 Q4	$583K	Buy	5,966 +290	+5%	+$27.9K	0.37%	32
2022 Q3	$403K	Buy	5,676 +459	+9%	+$34.7K	0.32%	34
2022 Q2	$345K	Sell	5,217 -198	-4%	-$15.9K	0.23%	44
2022 Q1	$452K	Buy	5,415 +485	+10%	+$32.7K	0.29%	39
2021 Q4	$306K	Buy	4,930 +1,120	+29%	+$70.1K	0.17%	40
2021 Q3	$223K	Buy	3,810 +653	+21%	+$41.7K	0.15%	49
2021 Q2	$188K	Buy	3,157 +701	+29%	+$41.1K	0.13%	55
2021 Q1	$125K	Buy	+2,456	New	+$104K	0.09%	60

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Carolina Wealth Advisors's STLD Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Steel Dynamics (STLD) in Q4 2024, closing a stake of 569 shares — an estimated $71.7K sold.

Carolina Wealth Advisors first reported a position in STLD in Q1 2021 and held it in 15 quarters. The position peaked at $583K in Q4 2022. 795 funds tracked by Wall St. Rank hold STLD as of Q4 2024.

Carolina Wealth Advisors reported no remaining Steel Dynamics position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 569 Steel Dynamics shares in Q4 2024, an estimated $71.7K.
Carolina Wealth Advisors first reported a position in Steel Dynamics in Q1 2021 and held it in 15 quarters.
Carolina Wealth Advisors's Steel Dynamics position peaked at $583K in Q4 2022.
795 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.