Creative Planning’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.8M | Buy |
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|
2025
Q2 | $4.33M | Buy |
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|
2025
Q1 | $3.75M | Buy |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $929K | Buy |
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|
2022
Q2 | $925K | Buy |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $898K | Buy |
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|
2021
Q2 | $883K | Buy |
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|
2021
Q1 | $772K | Buy |
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|
2020
Q4 | $759K | Buy |
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|
2020
Q3 | $498K | Sell |
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|
2020
Q2 | $514K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $93K | Sell |
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|
2017
Q1 | $102K | Hold |
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|
2016
Q4 | $99K | Sell |
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|
2016
Q3 | $134K | Buy |
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|
2016
Q2 | $71K | Hold |
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|
2016
Q1 | $74K | Sell |
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|
2015
Q4 | $82K | Buy |
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|
2015
Q3 | $70K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $75K | Hold |
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|
2014
Q4 | $69K | Hold |
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|
2014
Q3 | $58K | Buy |
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|
2014
Q2 | $56K | Buy |
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|
2014
Q1 | $34K | Buy |
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|
2013
Q4 | $31K | Sell |
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|
2013
Q3 | $33K | Buy |
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|
2013
Q2 | $27K | Buy |
|