Lifeworks Advisors’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $220K | Buy |
1,719
+106
| +7% | +$13.6K | 0.03% | 293 |
|
2025
Q1 | $202K | Buy |
+1,613
| New | +$202K | 0.03% | 300 |
|
2024
Q2 | – | Sell |
-1,689
| Closed | -$250K | – | 241 |
|
2024
Q1 | $250K | Sell |
1,689
-90
| -5% | -$13.3K | 0.07% | 202 |
|
2023
Q4 | $210K | Sell |
1,779
-146
| -8% | -$17.2K | 0.07% | 191 |
|
2023
Q3 | $206K | Buy |
+1,925
| New | +$206K | 0.08% | 177 |
|