Creative Planning’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 | $4.04M | Buy |
31,598
+1,648
| +6% | +$211K | ﹤0.01% | 862 |
|
|
2025
Q1 | $3.75M | Buy |
29,950
+1,896
| +7% | +$237K | ﹤0.01% | 823 |
|
|
2024
Q4 | $3.2M | Buy |
28,054
+730
| +3% | +$83.3K | ﹤0.01% | 865 |
|
|
2024
Q3 | $3.45M | Buy |
27,324
+186
| +0.7% | +$23.5K | ﹤0.01% | 796 |
|
|
2024
Q2 | $3.51M | Buy |
27,138
+684
| +3% | +$88.6K | ﹤0.01% | 754 |
|
|
2024
Q1 | $3.92M | Buy |
26,454
+1,311
| +5% | +$194K | ﹤0.01% | 693 |
|
|
2023
Q4 | $2.97M | Buy |
25,143
+215
| +0.9% | +$25.4K | 0.01% | 743 |
|
|
2023
Q3 | $2.67M | Buy |
24,928
+465
| +2% | +$49.9K | ﹤0.01% | 732 |
|
|
2023
Q2 | $2.66M | Buy |
24,463
+1,190
| +5% | +$130K | ﹤0.01% | 705 |
|
|
2023
Q1 | $2.63M | Sell |
23,273
-502
| -2% | -$56.8K | ﹤0.01% | 689 |
|
|
2022
Q4 | $2.32M | Sell |
23,775
-2,433
| -9% | -$238K | ﹤0.01% | 700 |
|
|
2022
Q3 | $1.86M | Buy |
26,208
+3,175
| +14% | +$225K | ﹤0.01% | 720 |
|
|
2022
Q2 | $1.52M | Buy |
23,033
+593
| +3% | +$39.2K | ﹤0.01% | 800 |
|
|
2022
Q1 | $1.87M | Sell |
22,440
-2,710
| -11% | -$226K | ﹤0.01% | 741 |
|
|
2021
Q4 | $1.56M | Buy |
25,150
+1,700
| +7% | +$106K | ﹤0.01% | 774 |
|
|
2021
Q3 | $1.37M | Sell |
23,450
-84
| -0.4% | -$4.91K | ﹤0.01% | 808 |
|
|
2021
Q2 | $1.4M | Buy |
+23,534
| New | +$1.4M | ﹤0.01% | 800 |
|
|
2020
Q1 | – | Sell |
-6,145
| Closed | -$209K | – | 1900 |
|
|
2019
Q4 | $209K | Buy |
+6,145
| New | +$209K | ﹤0.01% | 1603 |
|
|
2019
Q2 | – | Sell |
-6,640
| Closed | -$234K | – | 1957 |
|
|
2019
Q1 | $234K | Buy |
+6,640
| New | +$234K | ﹤0.01% | 1474 |
|
|
2018
Q4 | – | Sell |
-10,047
| Closed | -$454K | – | 1918 |
|
|
2018
Q3 | $454K | Buy |
10,047
+211
| +2% | +$9.54K | ﹤0.01% | 1123 |
|
|
2018
Q2 | $452K | Sell |
9,836
-9,528
| -49% | -$438K | ﹤0.01% | 1112 |
|
|
2018
Q1 | $856K | Buy |
19,364
+12,558
| +185% | +$555K | ﹤0.01% | 814 |
|
|
2017
Q4 | $294K | Buy |
+6,806
| New | +$294K | ﹤0.01% | 1364 |
|
|
2017
Q3 | – | Sell |
-4,718
| Closed | -$169K | – | 3396 |
|
|
2017
Q2 | $169K | Buy |
4,718
+1,056
| +29% | +$37.8K | ﹤0.01% | 1610 |
|
|
2017
Q1 | $127K | Buy |
3,662
+81
| +2% | +$2.81K | ﹤0.01% | 1789 |
|
|
2016
Q4 | $127K | Sell |
3,581
-18,803
| -84% | -$667K | ﹤0.01% | 1689 |
|
|
2016
Q3 | $559K | Sell |
22,384
-51,322
| -70% | -$1.28M | ﹤0.01% | 827 |
|
|
2016
Q2 | $1.81M | Sell |
73,706
-57,956
| -44% | -$1.42M | 0.01% | 358 |
|
|
2016
Q1 | $2.96M | Sell |
131,662
-5,977
| -4% | -$135K | 0.02% | 242 |
|
|
2015
Q4 | $2.46M | Sell |
137,639
-19,045
| -12% | -$340K | 0.02% | 268 |
|
|
2015
Q3 | $2.69M | Buy |
156,684
+105,183
| +204% | +$1.81M | 0.02% | 244 |
|
|
2015
Q2 | $1.07M | Buy |
51,501
+50,200
| +3,859% | +$1.04M | 0.01% | 447 |
|
|
2015
Q1 | $26K | Sell |
1,301
-6,080
| -82% | -$122K | ﹤0.01% | 2501 |
|
|
2014
Q4 | $146K | Sell |
7,381
-34,355
| -82% | -$680K | ﹤0.01% | 1320 |
|
|
2014
Q3 | $944K | Buy |
41,736
+28,806
| +223% | +$652K | 0.01% | 419 |
|
|
2014
Q2 | $232K | Buy |
12,930
+11,438
| +767% | +$205K | ﹤0.01% | 949 |
|
|
2014
Q1 | $27K | Hold |
1,492
| – | – | ﹤0.01% | 2181 |
|
|
2013
Q4 | $29K | Hold |
1,492
| – | – | ﹤0.01% | 1976 |
|
|
2013
Q3 | $25K | Buy |
1,492
+592
| +66% | +$9.92K | ﹤0.01% | 1972 |
|
|
2013
Q2 | $13K | Buy |
+900
| New | +$13K | ﹤0.01% | 2155 |
|