Crestwood Advisors Group’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
$543K Buy
4,239
+1
+0% +$128 0.01% 339
2025
Q1
$530K Sell
4,238
-26
-0.6% -$3.25K 0.01% 333
2024
Q4
$486K Buy
4,264
+156
+4% +$17.8K 0.01% 307
2024
Q3
$518K Buy
4,108
+34
+0.8% +$4.29K 0.01% 287
2024
Q2
$528K Buy
4,074
+23
+0.6% +$2.98K 0.01% 273
2024
Q1
$600K Sell
4,051
-1
-0% -$148 0.01% 254
2023
Q4
$479K Buy
+4,052
New +$479K 0.01% 263