Jones Financial Companies’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
1,521
+555
| +57% | +$133K | ﹤0.01% | 1405 |
|
|
2025
Q1 | $216K | Buy |
966
+209
| +28% | +$46.8K | ﹤0.01% | 1469 |
|
|
2024
Q4 | $156K | Buy |
757
+123
| +19% | +$25.3K | ﹤0.01% | 1457 |
|
|
2024
Q3 | $152K | Buy |
634
+471
| +289% | +$113K | ﹤0.01% | 1243 |
|
|
2024
Q2 | $35.8K | Buy |
163
+152
| +1,382% | +$33.4K | ﹤0.01% | 1368 |
|
|
2024
Q1 | $2.47K | Sell |
11
-14
| -56% | -$3.15K | ﹤0.01% | 1244 |
|
|
2023
Q4 | $5.5K | Buy |
25
+19
| +317% | +$4.18K | ﹤0.01% | 751 |
|
|
2023
Q3 | $1.32K | Buy |
+6
| New | +$1.32K | ﹤0.01% | 606 |
|
|
2023
Q1 | – | Sell |
-76
| Closed | -$14K | – | 761 |
|
|
2022
Q4 | $14K | Buy |
+76
| New | +$14K | ﹤0.01% | 454 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 724 |
|
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 685 |
|
|
2022
Q1 | – | Sell |
-73
| Closed | -$18K | – | 829 |
|
|
2021
Q4 | $18K | Buy |
73
+20
| +38% | +$4.93K | ﹤0.01% | 478 |
|
|
2021
Q3 | $11K | Hold |
53
| – | – | ﹤0.01% | 489 |
|
|
2021
Q2 | $11K | Hold |
53
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $10K | Buy |
53
+20
| +61% | +$3.77K | ﹤0.01% | 538 |
|
|
2020
Q4 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 484 |
|