DADC
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D.A. Davidson & Co’s StepStone Group STEP Stock Holding History

D.A. Davidson & Co’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,250
Closed -$246K – 1471
2024
Q4 		$246K Buy
+4,250
New +$246K ﹤0.01% 1266