Chicago Trust’s Steel Dynamics STLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,675
Closed -$211K 380
2024
Q3
$211K Hold
1,675
0.04% 358
2024
Q2
$217K Hold
1,675
0.04% 290
2024
Q1
$248K Sell
1,675
-207
-11% -$30.7K 0.05% 258
2023
Q4
$222K Buy
+1,882
New +$222K 0.05% 260
2022
Q3
Sell
-3,826
Closed -$253K 309
2022
Q2
$253K Sell
3,826
-471
-11% -$31.1K 0.06% 258
2022
Q1
$358K Sell
4,297
-2,247
-34% -$187K 0.08% 230
2021
Q4
$406K Hold
6,544
0.08% 226
2021
Q3
$383K Buy
+6,544
New +$383K 0.08% 226