Drummond Knight Asset Management’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	$14.7M	Sell	115,000 -7,288	-6%	-$933K	4.69%	10
2025 Q1	$15.3M	Sell	122,288 -7,712	-6%	-$965K	7.68%	6
2024 Q4	$14.8M	Buy	+130,000	New	+$14.8M	10.78%	3