Carson Wealth (CWM LLC)’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
22,994
+14,664
| +176% | +$1.88M | 0.01% | 794 |
|
|
2025
Q1 | $1.04M | Buy |
8,330
+4,338
| +109% | +$543K | ﹤0.01% | 1102 |
|
|
2024
Q4 | $455K | Buy |
3,992
+178
| +5% | +$20.3K | ﹤0.01% | 1417 |
|
|
2024
Q3 | $481K | Sell |
3,814
-279
| -7% | -$35.2K | ﹤0.01% | 1330 |
|
|
2024
Q2 | $530K | Sell |
4,093
-363
| -8% | -$47K | ﹤0.01% | 1170 |
|
|
2024
Q1 | $661K | Buy |
4,456
+182
| +4% | +$27K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $505K | Buy |
4,274
+205
| +5% | +$24.2K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $436K | Buy |
4,069
+948
| +30% | +$102K | ﹤0.01% | 1023 |
|
|
2023
Q2 | $340K | Buy |
3,121
+3
| +0.1% | +$327 | ﹤0.01% | 1064 |
|
|
2023
Q1 | $353K | Buy |
3,118
+163
| +6% | +$18.5K | ﹤0.01% | 1000 |
|
|
2022
Q4 | $289K | Buy |
2,955
+205
| +7% | +$20K | ﹤0.01% | 968 |
|
|
2022
Q3 | $195K | Buy |
2,750
+219
| +9% | +$15.5K | ﹤0.01% | 1066 |
|
|
2022
Q2 | $167K | Buy |
2,531
+603
| +31% | +$39.8K | ﹤0.01% | 1112 |
|
|
2022
Q1 | $161K | Buy |
1,928
+873
| +83% | +$72.9K | ﹤0.01% | 1128 |
|
|
2021
Q4 | $65K | Buy |
+1,055
| New | +$65K | ﹤0.01% | 1470 |
|
|
2021
Q2 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1273 |
|
|
2021
Q1 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q4 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q3 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q2 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q1 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q4 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q3 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q2 | $68K | Hold |
1,147
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q1 | $68K | Buy |
1,147
+971
| +552% | +$57.6K | ﹤0.01% | 1273 |
|
|
2018
Q4 | $5K | Buy |
176
+12
| +7% | +$341 | ﹤0.01% | 1539 |
|
|
2018
Q3 | $7K | Buy |
164
+10
| +6% | +$427 | ﹤0.01% | 1261 |
|
|
2018
Q2 | $7K | Hold |
154
| – | – | ﹤0.01% | 1114 |
|
|
2018
Q1 | $7K | Sell |
154
-2
| -1% | -$91 | ﹤0.01% | 946 |
|
|
2017
Q4 | $7K | Hold |
156
| – | – | ﹤0.01% | 997 |
|
|
2017
Q3 | $5K | Sell |
156
-1
| -0.6% | -$32 | ﹤0.01% | 1099 |
|
|
2017
Q2 | $6K | Buy |
+157
| New | +$6K | ﹤0.01% | 864 |
|