Dakota Wealth Management’s Steris STE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
956
-1,117
-54% -$268K ﹤0.01% 693
2025
Q1
$470K Sell
2,073
-73
-3% -$16.5K 0.01% 521
2024
Q4
$441K Sell
2,146
-55
-2% -$11.3K 0.01% 532
2024
Q3
$534K Sell
2,201
-78
-3% -$18.9K 0.01% 488
2024
Q2
$500K Sell
2,279
-109
-5% -$23.9K 0.01% 503
2024
Q1
$537K Sell
2,388
-222
-9% -$49.9K 0.01% 490
2023
Q4
$574K Buy
2,610
+35
+1% +$7.7K 0.02% 397
2023
Q3
$565K Sell
2,575
-108
-4% -$23.7K 0.02% 379
2023
Q2
$604K Sell
2,683
-245
-8% -$55.1K 0.03% 346
2023
Q1
$560K Sell
2,928
-30
-1% -$5.74K 0.04% 344
2022
Q4
$546K Buy
2,958
+153
+5% +$28.3K 0.04% 331
2022
Q3
$466K Sell
2,805
-4
-0.1% -$665 0.04% 343
2022
Q2
$579K Buy
+2,809
New +$579K 0.05% 255