JFS Wealth 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 | $389 | Sell |
7
-8
| -53% | -$445 | ﹤0.01% | 1733 |
|
|
2025
Q1 | $784 | Hold |
15
| – | – | ﹤0.01% | 1693 |
|
|
2024
Q4 | $869 | Hold |
15
| – | – | ﹤0.01% | 1700 |
|
|
2024
Q3 | $853 | Hold |
15
| – | – | ﹤0.01% | 1729 |
|
|
2024
Q2 | $689 | Buy |
15
+8
| +114% | +$367 | ﹤0.01% | 1755 |
|
|
2024
Q1 | $251 | Hold |
7
| – | – | ﹤0.01% | 1872 |
|
|
2023
Q4 | $223 | Sell |
7
-3
| -30% | -$96 | ﹤0.01% | 1894 |
|
|
2023
Q3 | $316 | Buy |
+10
| New | +$316 | ﹤0.01% | 1811 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$146 | – | 2009 |
|
|
2023
Q1 | $146 | Buy |
+6
| New | +$146 | ﹤0.01% | 1858 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 1962 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1876 |
|