HBK Sorce Advisory’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
+2,495
| New | +$599K | 0.02% | 305 |
|
|
2023
Q3 | – | Sell |
-1,031
| Closed | -$232K | – | 592 |
|
|
2023
Q2 | $232K | Buy |
+1,031
| New | +$232K | 0.01% | 505 |
|
|
2018
Q4 | – | Sell |
-2,382
| Closed | -$273K | – | 415 |
|
|
2018
Q3 | $273K | Buy |
2,382
+2
| +0.1% | +$229 | 0.03% | 313 |
|
|
2018
Q2 | $250K | Buy |
+2,380
| New | +$250K | 0.03% | 333 |
|