EverSource Wealth Advisors’s StepStone Group STEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.6K | Buy |
1,236
+950
| +332% | +$52.7K | ﹤0.01% | 1410 |
|
|
2025
Q1 | $14.9K | Buy |
286
+249
| +673% | +$13K | ﹤0.01% | 1865 |
|
|
2024
Q4 | $2.14K | Sell |
37
-485
| -93% | -$28.1K | ﹤0.01% | 2689 |
|
|
2024
Q3 | $29.7K | Buy |
522
+10
| +2% | +$568 | ﹤0.01% | 1287 |
|
|
2024
Q2 | $25.7K | Hold |
512
| – | – | ﹤0.01% | 1381 |
|
|
2024
Q1 | $18.5K | Hold |
512
| – | – | ﹤0.01% | 1398 |
|
|
2023
Q4 | $16.3K | Hold |
512
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q3 | $16.2K | Buy |
+512
| New | +$16.2K | ﹤0.01% | 1209 |
|