Concord Wealth Partners’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
17,934
+3,517
| +24% | +$450K | 0.33% | 75 |
|
|
2025
Q1 | $1.8M | Buy |
+14,417
| New | +$1.8M | 0.3% | 80 |
|
|
2024
Q3 | – | Hold |
0
| – | -$18 | – | 1020 |
|
|
2024
Q2 | – | Sell |
-54
| Closed | -$8.03K | – | 829 |
|
|
2024
Q1 | $8.03K | Sell |
54
-61
| -53% | -$9.07K | ﹤0.01% | 592 |
|
|
2023
Q4 | $13.6K | Sell |
115
-2,286
| -95% | -$270K | ﹤0.01% | 529 |
|
|
2023
Q3 | $257K | Buy |
2,401
+1,106
| +85% | +$119K | 0.05% | 171 |
|
|
2023
Q2 | $141K | Buy |
1,295
+739
| +133% | +$80.5K | 0.03% | 229 |
|
|
2023
Q1 | $62.9K | Buy |
556
+450
| +425% | +$50.9K | 0.02% | 313 |
|
|
2022
Q4 | $10.4K | Buy |
+106
| New | +$10.4K | ﹤0.01% | 629 |
|
|
2022
Q3 | – | Sell |
-262
| Closed | -$17K | – | 1017 |
|
|
2022
Q2 | $17K | Buy |
262
+51
| +24% | +$3.31K | ﹤0.01% | 581 |
|
|
2022
Q1 | $18K | Buy |
211
+83
| +65% | +$7.08K | ﹤0.01% | 656 |
|
|
2021
Q4 | $8K | Buy |
128
+6
| +5% | +$375 | ﹤0.01% | 843 |
|
|
2021
Q3 | $7K | Hold |
122
| – | – | ﹤0.01% | 538 |
|
|
2021
Q2 | $7K | Hold |
122
| – | – | ﹤0.01% | 690 |
|
|
2021
Q1 | $6K | Buy |
+122
| New | +$6K | ﹤0.01% | 649 |
|