Creative Planning’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 | $2.01M | Buy |
36,170
+3,524
| +11% | +$196K | ﹤0.01% | 1306 |
|
|
2025
Q1 | $1.71M | Buy |
32,646
+6,999
| +27% | +$366K | ﹤0.01% | 1290 |
|
|
2024
Q4 | $1.48M | Buy |
25,647
+3,100
| +14% | +$179K | ﹤0.01% | 1335 |
|
|
2024
Q3 | $1.28M | Buy |
22,547
+3,873
| +21% | +$220K | ﹤0.01% | 1332 |
|
|
2024
Q2 | $857K | Buy |
18,674
+5,794
| +45% | +$266K | ﹤0.01% | 1523 |
|
|
2024
Q1 | $460K | Buy |
12,880
+4,661
| +57% | +$167K | ﹤0.01% | 1904 |
|
|
2023
Q4 | $262K | Sell |
8,219
-658
| -7% | -$20.9K | ﹤0.01% | 2184 |
|
|
2023
Q3 | $280K | Buy |
+8,877
| New | +$280K | ﹤0.01% | 1984 |
|