Farther Finance Advisors’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9K | Sell |
611
-127
| -17% | -$7.05K | ﹤0.01% | 2338 |
|
|
2025
Q1 | $39.8K | Buy |
738
+164
| +29% | +$8.84K | ﹤0.01% | 2009 |
|
|
2024
Q4 | $33.2K | Buy |
574
+2
| +0.3% | +$116 | ﹤0.01% | 1858 |
|
|
2024
Q3 | $32.5K | Buy |
572
+11
| +2% | +$625 | ﹤0.01% | 1855 |
|
|
2024
Q2 | $25.6K | Buy |
561
+57
| +11% | +$2.61K | ﹤0.01% | 1694 |
|
|
2024
Q1 | $17.5K | Sell |
504
-2
| -0.4% | -$70 | ﹤0.01% | 1537 |
|
|
2023
Q4 | $16.1K | Buy |
506
+81
| +19% | +$2.58K | ﹤0.01% | 1405 |
|
|
2023
Q3 | $13.4K | Buy |
425
+12
| +3% | +$379 | ﹤0.01% | 1203 |
|
|
2023
Q2 | $10.2K | Sell |
413
-48
| -10% | -$1.19K | ﹤0.01% | 1184 |
|
|
2023
Q1 | $11.2K | Buy |
461
+257
| +126% | +$6.24K | ﹤0.01% | 1075 |
|
|
2022
Q4 | $5.15K | Buy |
+204
| New | +$5.15K | ﹤0.01% | 1164 |
|