Carson Wealth (CWM LLC)’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 | $4.62M | Sell |
25,692
-2,198
| -8% | -$400K | 0.01% | 846 |
|
|
2025
Q4 | $4.73M | Sell |
27,890
-4,109
| -13% | -$653K | 0.01% | 803 |
|
|
2025
Q3 | $4.46M | Buy |
31,999
+9,005
| +39% | +$1.18M | 0.01% | 765 |
|
|
2025
Q2 | $2.94M | Buy |
22,994
+14,664
| +176% | +$1.87M | 0.01% | 794 |
|
|
2025
Q1 | $1.04M | Buy |
8,330
+4,338
| +109% | +$550K | ﹤0.01% | 1103 |
|
|
2024
Q4 | $455K | Buy |
3,992
+178
| +5% | +$23.7K | ﹤0.01% | 1418 |
|
|
2024
Q3 | $481K | Sell |
3,814
-279
| -7% | -$33.9K | ﹤0.01% | 1331 |
|
|
2024
Q2 | $530K | Sell |
4,093
-363
| -8% | -$48.5K | ﹤0.01% | 1171 |
|
|
2024
Q1 | $661K | Buy |
4,456
+182
| +4% | +$22.9K | ﹤0.01% | 1021 |
|
|
2023
Q4 | $505K | Buy |
4,274
+205
| +5% | +$22.8K | ﹤0.01% | 1060 |
|
|
2023
Q3 | $436K | Buy |
4,069
+948
| +30% | +$98.7K | ﹤0.01% | 1026 |
|
|
2023
Q2 | $340K | Buy |
3,121
+3
| +0.1% | +$305 | ﹤0.01% | 1066 |
|
|
2023
Q1 | $353K | Buy |
3,118
+163
| +6% | +$18.9K | ﹤0.01% | 1002 |
|
|
2022
Q4 | $289K | Buy |
2,955
+205
| +7% | +$19.7K | ﹤0.01% | 970 |
|
|
2022
Q3 | $195K | Buy |
2,750
+219
| +9% | +$16.6K | ﹤0.01% | 1068 |
|
|
2022
Q2 | $167K | Buy |
2,531
+603
| +31% | +$48.3K | ﹤0.01% | 1114 |
|
|
2022
Q1 | $161K | Buy |
1,928
+873
| +83% | +$58.9K | ﹤0.01% | 1130 |
|
|
2021
Q4 | $65K | Buy |
+1,055
| New | +$66K | ﹤0.01% | 1472 |
|
|
2021
Q2 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1275 |
|
|
2021
Q1 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q4 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q3 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q2 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q1 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q4 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q3 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q2 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q1 | $68K | Buy |
1,147
+971
| +552% | +$34.5K | ﹤0.01% | 1275 |
|
|
2018
Q4 | $5K | Buy |
176
+12
| +7% | +$454 | ﹤0.01% | 1545 |
|
|
2018
Q3 | $7K | Buy |
164
+10
| +6% | +$460 | ﹤0.01% | 1264 |
|
|
2018
Q2 | $7K | Hold |
154
| – | – | ﹤0.01% | 1118 |
|
|
2018
Q1 | $7K | Sell |
154
-2
| -1% | -$92 | ﹤0.01% | 947 |
|
|
2017
Q4 | $7K | Hold |
156
| – | – | ﹤0.01% | 998 |
|
|
2017
Q3 | $5K | Sell |
156
-1
| -0.6% | -$35 | ﹤0.01% | 1100 |
|
|
2017
Q2 | $6K | Buy |
+157
| New | +$5.44K | ﹤0.01% | 865 |
|
Other funds holding STLD
VCM
VPM
LCIP
