Charles Schwab’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43.2M | Buy |
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|
2025
Q2 | $32.9M | Sell |
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|
2025
Q1 | $31M | Sell |
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|
2024
Q4 | $35.3M | Buy |
|
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|
2024
Q3 | $33.9M | Buy |
|
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|
2024
Q2 | $23.5M | Sell |
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|
2024
Q1 | $19.9M | Sell |
|
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|
2023
Q4 | $17.9M | Buy |
|
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|
2023
Q3 | $16.3M | Buy |
|
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|
2023
Q2 | $11.7M | Buy |
|
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|
2023
Q1 | $10.7M | Buy |
|
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $9.78M | Buy |
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|
2022
Q2 | $10.2M | Sell |
|
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|
2022
Q1 | $13.2M | Buy |
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|
2021
Q4 | $13.5M | Buy |
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|
2021
Q3 | $12M | Buy |
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|
2021
Q2 | $7.17M | Buy |
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|
2021
Q1 | $5.7M | Buy |
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|
2020
Q4 | $5.08M | Buy |
|