Forvis Mazars Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,316	Closed	-$2.84M	–	414
2025 Q2	$2.84M	Sell	12,316 -4,492	-27%	-$784K	0.06%	129
2025 Q1	$1.9M	Sell	16,808 -766	-4%	-$108K	0.05%	155
2024 Q4	$2.96M	Sell	17,574 -1,744	-9%	-$301K	0.07%	134
2024 Q3	$2.8M	Sell	19,318 -5,090	-21%	-$605K	0.06%	143
2024 Q2	$2.89M	Sell	24,408 -2,219	-8%	-$253K	0.07%	130
2024 Q1	$2.94M	Sell	26,627 -1,486	-5%	-$135K	0.07%	128
2023 Q4	$2.47M	Sell	28,113 -1,776	-6%	-$128K	0.07%	136
2023 Q3	$2.2M	Sell	29,889 -6,680	-18%	-$467K	0.07%	144
2023 Q2	$2.04M	Hold	36,569	–	–	0.06%	161
2023 Q1	$1.39M	Sell	36,569 -3,297	-8%	-$120K	0.05%	177
2022 Q4	$1.31M	Buy	39,866 +27,866	+232%	+$819K	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%	336
2020 Q3	$170K	Hold	12,000	–	–	0.01%	319
2020 Q2	$126K	Sell	12,000 -307	-2%	-$2.83K	0.01%	305
2020 Q1	$117K	Buy	+12,307	New	+$157K	0.01%	278