Center for Financial Planning’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
987
| – | – | 0.03% | 151 |
|
|
2025
Q1 | $224K | Buy |
987
+20
| +2% | +$4.53K | 0.03% | 149 |
|
|
2024
Q4 | $199K | Hold |
967
| – | – | 0.03% | 153 |
|
|
2024
Q3 | $235K | Hold |
967
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $212K | Buy |
967
+9
| +0.9% | +$1.98K | 0.03% | 140 |
|
|
2024
Q1 | $215K | Buy |
958
+33
| +4% | +$7.42K | 0.03% | 145 |
|
|
2023
Q4 | $203K | Hold |
925
| – | – | 0.04% | 139 |
|
|
2023
Q3 | $203K | Buy |
925
+250
| +37% | +$54.9K | 0.04% | 131 |
|
|
2023
Q2 | $152K | Hold |
675
| – | – | 0.03% | 149 |
|
|
2023
Q1 | $129K | Hold |
675
| – | – | 0.03% | 147 |
|
|
2022
Q4 | $125K | Hold |
675
| – | – | 0.03% | 148 |
|
|
2022
Q3 | $112K | Hold |
675
| – | – | 0.03% | 151 |
|
|
2022
Q2 | $139K | Buy |
+675
| New | +$139K | 0.04% | 141 |
|
|
2020
Q2 | – | Sell |
-139
| Closed | -$19K | – | 562 |
|
|
2020
Q1 | $19K | Buy |
139
+120
| +632% | +$16.4K | 0.01% | 261 |
|
|
2019
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 415 |
|