Cetera Investment Advisers’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
6,030
+535
| +10% | +$29.7K | ﹤0.01% | 3307 |
|
|
2025
Q1 | $287K | Buy |
5,495
+1,419
| +35% | +$74.1K | ﹤0.01% | 3302 |
|
|
2024
Q4 | $236K | Sell |
4,076
-2,131
| -34% | -$123K | ﹤0.01% | 3300 |
|
|
2024
Q3 | $353K | Sell |
6,207
-1,106
| -15% | -$62.9K | ﹤0.01% | 2932 |
|
|
2024
Q2 | $336K | Sell |
7,313
-3,387
| -32% | -$155K | ﹤0.01% | 2927 |
|
|
2024
Q1 | $382K | Buy |
+10,700
| New | +$382K | ﹤0.01% | 2820 |
|