Oak Harbor Wealth Partners’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,246
| Closed | -$282K | – | 266 |
|
|
2025
Q1 | $282K | Sell |
1,246
-1,758
| -59% | -$398K | 0.08% | 173 |
|
|
2024
Q4 | $618K | Sell |
3,004
-64
| -2% | -$13.2K | 0.18% | 108 |
|
|
2024
Q3 | $744K | Buy |
3,068
+195
| +7% | +$47.3K | 0.21% | 103 |
|
|
2024
Q2 | $631K | Buy |
2,873
+112
| +4% | +$24.6K | 0.2% | 104 |
|
|
2024
Q1 | $621K | Buy |
2,761
+88
| +3% | +$19.8K | 0.19% | 107 |
|
|
2023
Q4 | $588K | Sell |
2,673
-594
| -18% | -$131K | 0.2% | 102 |
|
|
2023
Q3 | $717K | Buy |
3,267
+322
| +11% | +$70.7K | 0.25% | 86 |
|
|
2023
Q2 | $663K | Sell |
2,945
-476
| -14% | -$107K | 0.23% | 92 |
|
|
2023
Q1 | $654K | Buy |
3,421
+1,962
| +134% | +$375K | 0.24% | 87 |
|
|
2022
Q4 | $269K | Sell |
1,459
-155
| -10% | -$28.6K | 0.1% | 131 |
|
|
2022
Q3 | $268K | Buy |
1,614
+265
| +20% | +$44K | 0.1% | 127 |
|
|
2022
Q2 | $278K | Buy |
+1,349
| New | +$278K | 0.11% | 124 |
|