FMWA
Forvis Mazars Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
12,316
-4,492
| -27% | -$1.04M | 0.06% | 129 |
|
|
2025
Q1 | $1.9M | Sell |
16,808
-766
| -4% | -$86.7K | 0.05% | 155 |
|
|
2024
Q4 | $2.96M | Sell |
17,574
-1,744
| -9% | -$294K | 0.07% | 134 |
|
|
2024
Q3 | $2.8M | Sell |
19,318
-5,090
| -21% | -$738K | 0.06% | 143 |
|
|
2024
Q2 | $2.89M | Sell |
24,408
-2,219
| -8% | -$263K | 0.07% | 130 |
|
|
2024
Q1 | $2.94M | Sell |
26,627
-1,486
| -5% | -$164K | 0.07% | 128 |
|
|
2023
Q4 | $2.47M | Sell |
28,113
-1,776
| -6% | -$156K | 0.07% | 136 |
|
|
2023
Q3 | $2.2M | Sell |
29,889
-6,680
| -18% | -$491K | 0.07% | 144 |
|
|
2023
Q2 | $2.04M | Hold |
36,569
| – | – | 0.06% | 161 |
|
|
2023
Q1 | $1.39M | Sell |
36,569
-3,297
| -8% | -$125K | 0.05% | 177 |
|
|
2022
Q4 | $1.31M | Buy |
39,866
+27,866
| +232% | +$914K | 0.05% | 177 |
|
|
2022
Q3 | $258K | Hold |
12,000
| – | – | 0.01% | 342 |
|
|
2022
Q2 | $263K | Hold |
12,000
| – | – | 0.01% | 341 |
|
|
2022
Q1 | $322K | Hold |
12,000
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $316K | Hold |
12,000
| – | – | 0.01% | 224 |
|
|
2021
Q3 | $272K | Hold |
12,000
| – | – | 0.01% | 229 |
|
|
2021
Q2 | $290K | Hold |
12,000
| – | – | 0.01% | 225 |
|
|
2021
Q1 | $278K | Hold |
12,000
| – | – | 0.01% | 235 |
|
|
2020
Q4 | $223K | Hold |
12,000
| – | – | 0.01% | 335 |
|
|
2020
Q3 | $170K | Hold |
12,000
| – | – | 0.01% | 319 |
|
|
2020
Q2 | $126K | Sell |
12,000
-307
| -2% | -$3.22K | 0.01% | 305 |
|
|
2020
Q1 | $117K | Buy |
+12,307
| New | +$117K | 0.01% | 278 |
|