Geneos Wealth Management’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
1,187
-110
| -8% | -$14.1K | ﹤0.01% | 1098 |
|
|
2025
Q1 | $351K | Buy |
1,297
+634
| +96% | +$171K | 0.01% | 1031 |
|
|
2024
Q4 | $75.6K | Sell |
663
-7
| -1% | -$798 | ﹤0.01% | 1159 |
|
|
2024
Q3 | $84.5K | Buy |
670
+516
| +335% | +$65.1K | ﹤0.01% | 1014 |
|
|
2024
Q2 | $19.9K | Hold |
154
| – | – | ﹤0.01% | 1355 |
|
|
2024
Q1 | $22.8K | Hold |
154
| – | – | ﹤0.01% | 1314 |
|
|
2023
Q4 | $18.2K | Buy |
+154
| New | +$18.2K | ﹤0.01% | 1391 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$11K | – | 2871 |
|
|
2021
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 2195 |
|
|
2021
Q2 | $12K | Sell |
200
-640
| -76% | -$38.4K | ﹤0.01% | 2143 |
|
|
2021
Q1 | $45K | Hold |
840
| – | – | ﹤0.01% | 1692 |
|
|
2020
Q4 | $28K | Buy |
840
+640
| +320% | +$21.3K | ﹤0.01% | 1733 |
|
|
2020
Q3 | $5K | Sell |
200
-147
| -42% | -$3.68K | ﹤0.01% | 2201 |
|
|
2020
Q2 | $8K | Buy |
347
+143
| +70% | +$3.3K | ﹤0.01% | 2004 |
|
|
2020
Q1 | $4K | Sell |
204
-1,177
| -85% | -$23.1K | ﹤0.01% | 2124 |
|
|
2019
Q4 | $47K | Buy |
1,381
+1,177
| +577% | +$40.1K | ﹤0.01% | 1293 |
|
|
2019
Q3 | $5K | Hold |
204
| – | – | ﹤0.01% | 2114 |
|
|
2019
Q2 | $6K | Hold |
204
| – | – | ﹤0.01% | 2087 |
|
|
2019
Q1 | $7K | Buy |
204
+57
| +39% | +$1.96K | ﹤0.01% | 1965 |
|
|
2018
Q4 | $4K | Sell |
147
-250
| -63% | -$6.8K | ﹤0.01% | 2071 |
|
|
2018
Q3 | $17K | Hold |
397
| – | – | ﹤0.01% | 1658 |
|
|
2018
Q2 | $18K | Hold |
397
| – | – | ﹤0.01% | 1502 |
|
|
2018
Q1 | $17K | Sell |
397
-2,900
| -88% | -$124K | ﹤0.01% | 1461 |
|
|
2017
Q4 | $142K | Buy |
3,297
+2,100
| +175% | +$90.4K | 0.01% | 637 |
|
|
2017
Q3 | $41K | Sell |
1,197
-53
| -4% | -$1.82K | ﹤0.01% | 1056 |
|
|
2017
Q2 | $44K | Sell |
1,250
-250
| -17% | -$8.8K | ﹤0.01% | 974 |
|
|
2017
Q1 | $52K | Hold |
1,500
| – | – | 0.01% | 875 |
|
|
2016
Q4 | $53K | Buy |
1,500
+950
| +173% | +$33.6K | 0.01% | 817 |
|
|
2016
Q3 | $13K | Hold |
550
| – | – | ﹤0.01% | 1285 |
|
|
2016
Q2 | $13K | Hold |
550
| – | – | ﹤0.01% | 1258 |
|
|
2016
Q1 | $12K | Buy |
+550
| New | +$12K | ﹤0.01% | 1262 |
|