Dakota Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.32M	Sell	3,247 -1,004	-24%	-$393K	0.03%	351
2025 Q4	$1.3M	Buy	+4,251	New	+$1.46M	0.02%	349
2025 Q3	–	Sell	-2,325	Closed	-$536K	–	775
2025 Q2	$536K	Sell	2,325 -1,104	-32%	-$193K	0.01%	500
2025 Q1	$388K	Buy	3,429 +1,640	+92%	+$231K	0.01%	564
2024 Q4	$301K	Sell	1,789 -313	-15%	-$54.1K	0.01%	607
2024 Q3	$305K	Sell	2,102 -3	-0.1%	-$356	0.01%	588
2024 Q2	$249K	Sell	2,105 -687	-25%	-$78.3K	0.01%	620
2024 Q1	$308K	Sell	2,792 -316	-10%	-$28.7K	0.01%	578
2023 Q4	$273K	Sell	3,108 -465	-13%	-$33.6K	0.01%	535
2023 Q3	$263K	Sell	3,573 -1,798	-33%	-$126K	0.01%	521
2023 Q2	$300K	Sell	5,371 -544	-9%	-$24.1K	0.01%	481
2023 Q1	$224K	Buy	+5,915	New	+$216K	0.02%	542