LPL Financial’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 | $1.08M | Sell |
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|
2025
Q2 | $951K | Sell |
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|
2025
Q1 | $895K | Buy |
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|
2024
Q4 | $988K | Buy |
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|
2024
Q3 | $969K | Sell |
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|
2024
Q2 | $842K | Sell |
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|
2024
Q1 | $781K | Buy |
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|
2023
Q4 | $682K | Buy |
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|
2023
Q3 | $629K | Buy |
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|
2023
Q2 | $435K | Buy |
|
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $744K | Buy |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $222K | Buy |
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