LPL Financial’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 | $951K | Sell |
17,138
-4
| -0% | -$222 | ﹤0.01% | 3771 |
|
|
2025
Q1 | $895K | Buy |
17,142
+65
| +0.4% | +$3.4K | ﹤0.01% | 3616 |
|
|
2024
Q4 | $988K | Buy |
17,077
+20
| +0.1% | +$1.16K | ﹤0.01% | 3464 |
|
|
2024
Q3 | $969K | Sell |
17,057
-1,302
| -7% | -$74K | ﹤0.01% | 3392 |
|
|
2024
Q2 | $842K | Sell |
18,359
-3,501
| -16% | -$161K | ﹤0.01% | 3375 |
|
|
2024
Q1 | $781K | Buy |
21,860
+427
| +2% | +$15.3K | ﹤0.01% | 3372 |
|
|
2023
Q4 | $682K | Buy |
21,433
+1,506
| +8% | +$47.9K | ﹤0.01% | 3362 |
|
|
2023
Q3 | $629K | Buy |
19,927
+2,387
| +14% | +$75.4K | ﹤0.01% | 3262 |
|
|
2023
Q2 | $435K | Buy |
17,540
+1,972
| +13% | +$48.9K | ﹤0.01% | 3520 |
|
|
2023
Q1 | $378K | Sell |
15,568
-2,272
| -13% | -$55.1K | ﹤0.01% | 3542 |
|
|
2022
Q4 | $449K | Sell |
17,840
-1,034
| -5% | -$26K | ﹤0.01% | 3333 |
|
|
2022
Q3 | $463K | Sell |
18,874
-1,547
| -8% | -$38K | ﹤0.01% | 3209 |
|
|
2022
Q2 | $532K | Sell |
20,421
-2,086
| -9% | -$54.3K | ﹤0.01% | 3125 |
|
|
2022
Q1 | $744K | Buy |
22,507
+6,782
| +43% | +$224K | ﹤0.01% | 2860 |
|
|
2021
Q4 | $654K | Buy |
15,725
+6,730
| +75% | +$280K | ﹤0.01% | 3037 |
|
|
2021
Q3 | $384K | Buy |
8,995
+2,535
| +39% | +$108K | ﹤0.01% | 3430 |
|
|
2021
Q2 | $222K | Buy |
+6,460
| New | +$222K | ﹤0.01% | 3812 |
|