IFP Advisors’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-85
| Closed | -$991 | – | 2586 |
|
|
2025
Q1 | $991 | Sell |
85
-95
| -53% | -$1.11K | ﹤0.01% | 3340 |
|
|
2024
Q4 | $2.46K | Buy |
180
+95
| +112% | +$1.3K | ﹤0.01% | 3020 |
|
|
2024
Q3 | $1.42K | Sell |
85
-57
| -40% | -$952 | ﹤0.01% | 3009 |
|
|
2024
Q2 | $1.69K | Sell |
142
-1,105
| -89% | -$13.1K | ﹤0.01% | 2849 |
|
|
2024
Q1 | $15K | Sell |
1,247
-40
| -3% | -$480 | ﹤0.01% | 2100 |
|
|
2023
Q4 | $21.7K | Buy |
1,287
+1,105
| +607% | +$18.6K | ﹤0.01% | 1874 |
|
|
2023
Q3 | $2.73K | Hold |
182
| – | – | ﹤0.01% | 2736 |
|
|
2023
Q2 | $3.43K | Hold |
182
| – | – | ﹤0.01% | 2670 |
|
|
2023
Q1 | $4.57K | Sell |
182
-699
| -79% | -$17.5K | ﹤0.01% | 2605 |
|
|
2022
Q4 | $22K | Buy |
+881
| New | +$22K | ﹤0.01% | 2818 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4394 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4174 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4068 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3888 |
|