Keebeck Wealth Management’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 | $1.82M | Sell |
32,768
-213
| -0.6% | -$11.8K | 0.24% | 105 |
|
|
2025
Q1 | $1.72M | Sell |
32,981
-303
| -0.9% | -$15.8K | 0.25% | 102 |
|
|
2024
Q4 | $1.93M | Sell |
33,284
-220
| -0.7% | -$12.7K | 0.28% | 92 |
|
|
2024
Q3 | $1.9M | Sell |
33,504
-1,483
| -4% | -$84.3K | 0.28% | 97 |
|
|
2024
Q2 | $1.61M | Sell |
34,987
-11,336
| -24% | -$520K | 0.24% | 105 |
|
|
2024
Q1 | $1.66M | Buy |
46,323
+1,770
| +4% | +$63.3K | 0.24% | 111 |
|
|
2023
Q4 | $1.42M | Buy |
44,553
+9,240
| +26% | +$294K | 0.23% | 107 |
|
|
2023
Q3 | $1.12M | Buy |
35,313
+3,619
| +11% | +$114K | 0.19% | 118 |
|
|
2023
Q2 | $786K | Buy |
31,694
+17,720
| +127% | +$440K | 0.11% | 143 |
|
|
2023
Q1 | $339K | Buy |
+13,974
| New | +$339K | 0.05% | 199 |
|