EverSource Wealth Advisors’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
2,066
+1,168
| +130% | +$150K | 0.01% | 736 |
|
|
2025
Q1 | $112K | Buy |
898
+162
| +22% | +$20.3K | 0.01% | 864 |
|
|
2024
Q4 | $84K | Buy |
736
+67
| +10% | +$7.64K | ﹤0.01% | 964 |
|
|
2024
Q3 | $84.3K | Sell |
669
-420
| -39% | -$53K | 0.01% | 856 |
|
|
2024
Q2 | $145K | Sell |
1,089
-7
| -0.6% | -$933 | 0.01% | 672 |
|
|
2024
Q1 | $143K | Buy |
1,096
+28
| +3% | +$3.64K | 0.01% | 588 |
|
|
2023
Q4 | $126K | Buy |
1,068
+88
| +9% | +$10.4K | 0.01% | 566 |
|
|
2023
Q3 | $105K | Sell |
980
-4
| -0.4% | -$429 | 0.01% | 555 |
|
|
2023
Q2 | $107K | Sell |
984
-58
| -6% | -$6.32K | 0.01% | 559 |
|
|
2023
Q1 | $118K | Buy |
1,042
+23
| +2% | +$2.6K | 0.01% | 494 |
|
|
2022
Q4 | $99.6K | Hold |
1,019
| – | – | 0.02% | 509 |
|
|
2022
Q3 | $72K | Buy |
1,019
+862
| +549% | +$60.9K | 0.02% | 536 |
|
|
2022
Q2 | $11K | Hold |
157
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q1 | $14K | Hold |
157
| – | – | ﹤0.01% | 855 |
|
|
2021
Q4 | $9K | Buy |
+157
| New | +$9K | ﹤0.01% | 1019 |
|