JFS Wealth Advisors’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $458 | Hold |
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|
2025
Q2 | $389 | Sell |
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|
2025
Q1 | $784 | Hold |
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|
2024
Q4 | $869 | Hold |
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|
2024
Q3 | $853 | Hold |
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|
2024
Q2 | $689 | Buy |
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|
2024
Q1 | $251 | Hold |
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|
2023
Q4 | $223 | Sell |
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|
2023
Q3 | $316 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $146 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $0 | Buy |
|