IFP Advisors’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-725
| Closed | -$38.7K | – | 2683 |
|
|
2025
Q1 | $38.7K | Buy |
725
+117
| +19% | +$6.25K | ﹤0.01% | 2014 |
|
|
2024
Q4 | $36.1K | Buy |
+608
| New | +$36.1K | ﹤0.01% | 1985 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$1K | – | 4316 |
|
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 4478 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 4680 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 4450 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 4450 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 3070 |
|