Clearstead Advisors’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	$14.2K	Buy	255 +87	+52%	+$4.83K	﹤0.01%	1755
2025 Q1	$8.78K	Hold	168	–	–	﹤0.01%	1631
2024 Q4	$9.72K	Buy	168 +91	+118%	+$5.27K	﹤0.01%	1569
2024 Q3	$4.38K	Hold	77	–	–	﹤0.01%	1724
2024 Q2	$3.53K	Buy	+77	New	+$3.53K	﹤0.01%	1741