EP Wealth Advisors’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
23,186
-1,109
| -5% | -$142K | 0.02% | 343 |
|
|
2025
Q1 | $3.04M | Sell |
24,295
-267
| -1% | -$33.4K | 0.02% | 295 |
|
|
2024
Q4 | $2.8M | Sell |
24,562
-91
| -0.4% | -$10.4K | 0.02% | 299 |
|
|
2024
Q3 | $3.11M | Sell |
24,653
-93
| -0.4% | -$11.7K | 0.03% | 279 |
|
|
2024
Q2 | $3.2M | Sell |
24,746
-412
| -2% | -$53.4K | 0.03% | 227 |
|
|
2024
Q1 | $3.73M | Sell |
25,158
-22
| -0.1% | -$3.26K | 0.04% | 202 |
|
|
2023
Q4 | $2.97M | Sell |
25,180
-1,849
| -7% | -$218K | 0.04% | 213 |
|
|
2023
Q3 | $2.9M | Sell |
27,029
-67,620
| -71% | -$7.25M | 0.05% | 205 |
|
|
2023
Q2 | $3.01M | Buy |
94,649
+69,084
| +270% | +$2.19M | 0.04% | 203 |
|
|
2023
Q1 | $2.54M | Sell |
25,565
-3,081
| -11% | -$306K | 0.04% | 211 |
|
|
2022
Q4 | $2.8M | Sell |
28,646
-975
| -3% | -$95.3K | 0.05% | 184 |
|
|
2022
Q3 | $2.1M | Sell |
29,621
-696
| -2% | -$49.4K | 0.05% | 186 |
|
|
2022
Q2 | $2.01M | Buy |
30,317
+39
| +0.1% | +$2.58K | 0.05% | 193 |
|
|
2022
Q1 | $2.53M | Sell |
30,278
-358
| -1% | -$29.9K | 0.06% | 177 |
|
|
2021
Q4 | $1.9M | Sell |
30,636
-1,562
| -5% | -$97K | 0.05% | 190 |
|
|
2021
Q3 | $1.88M | Sell |
32,198
-11,566
| -26% | -$676K | 0.05% | 177 |
|
|
2021
Q2 | $2.61M | Sell |
43,764
-3,204
| -7% | -$191K | 0.07% | 158 |
|
|
2021
Q1 | $2.38M | Buy |
+46,968
| New | +$2.38M | 0.08% | 153 |
|