OneDigital Investment Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Sell |
22,762
-202
| -0.9% | -$48.5K | 0.06% | 236 |
|
|
2025
Q1 | $5.2M | Buy |
22,964
+533
| +2% | +$121K | 0.06% | 224 |
|
|
2024
Q4 | $4.61M | Buy |
22,431
+704
| +3% | +$145K | 0.05% | 256 |
|
|
2024
Q3 | $5.27M | Buy |
21,727
+16,737
| +335% | +$4.06M | 0.06% | 243 |
|
|
2024
Q2 | $1.1M | Buy |
4,990
+2,126
| +74% | +$467K | 0.01% | 584 |
|
|
2024
Q1 | $644K | Sell |
2,864
-320
| -10% | -$71.9K | 0.01% | 645 |
|
|
2023
Q4 | $700K | Buy |
3,184
+371
| +13% | +$81.6K | 0.01% | 590 |
|
|
2023
Q3 | $617K | Buy |
2,813
+15
| +0.5% | +$3.29K | 0.01% | 570 |
|
|
2023
Q2 | $629K | Buy |
2,798
+103
| +4% | +$23.2K | 0.01% | 556 |
|
|
2023
Q1 | $516K | Buy |
+2,695
| New | +$516K | 0.01% | 606 |
|