CreativeOne Wealth’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
Sell
-1,667
Closed -$209K 1181
2025
Q1
$209K Sell
1,667
-385
-19% -$48.2K 0.01% 989
2024
Q4
$234K Sell
2,052
-39
-2% -$4.45K 0.01% 968
2024
Q3
$264K Buy
2,091
+309
+17% +$39K 0.01% 815
2024
Q2
$231K Sell
1,782
-448
-20% -$58.1K 0.01% 684
2024
Q1
$331K Buy
+2,230
New +$331K 0.01% 689
2023
Q2
Sell
-1,884
Closed -$213K 887
2023
Q1
$213K Buy
+1,884
New +$213K 0.01% 734