Optimum Investment 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 | $25.6K | Hold |
200
| – | – | 0.01% | 414 |
|
|
2025
Q1 | $25K | Hold |
200
| – | – | 0.01% | 413 |
|
|
2024
Q4 | $22.8K | Hold |
200
| – | – | 0.01% | 416 |
|
|
2024
Q3 | $25.2K | Sell |
200
-400
| -67% | -$50.4K | 0.01% | 423 |
|
|
2024
Q2 | $77.7K | Hold |
600
| – | – | 0.03% | 297 |
|
|
2024
Q1 | $88.9K | Hold |
600
| – | – | 0.04% | 282 |
|
|
2023
Q4 | $70.9K | Hold |
600
| – | – | 0.04% | 307 |
|
|
2023
Q3 | $64.3K | Hold |
600
| – | – | 0.03% | 335 |
|
|
2023
Q2 | $65.4K | Sell |
600
-300
| -33% | -$32.7K | 0.03% | 336 |
|
|
2023
Q1 | $102K | Buy |
900
+400
| +80% | +$45.2K | 0.05% | 264 |
|
|
2022
Q4 | $48.9K | Hold |
500
| – | – | 0.03% | 378 |
|
|
2022
Q3 | $35K | Hold |
500
| – | – | 0.02% | 435 |
|
|
2022
Q2 | $33K | Sell |
500
-1,250
| -71% | -$82.5K | 0.02% | 457 |
|
|
2022
Q1 | $146K | Buy |
1,750
+850
| +94% | +$70.9K | 0.06% | 259 |
|
|
2021
Q4 | $56K | Buy |
+900
| New | +$56K | 0.02% | 447 |
|
|
2021
Q2 | – | Sell |
-1,070
| Closed | -$54K | – | 967 |
|
|
2021
Q1 | $54K | Sell |
1,070
-1,180
| -52% | -$59.6K | 0.02% | 485 |
|
|
2020
Q4 | $83K | Hold |
2,250
| – | – | 0.03% | 391 |
|
|
2020
Q3 | $64K | Hold |
2,250
| – | – | 0.02% | 403 |
|
|
2020
Q2 | $59K | Hold |
2,250
| – | – | 0.02% | 417 |
|
|
2020
Q1 | $51K | Hold |
2,250
| – | – | 0.02% | 424 |
|
|
2019
Q4 | $77K | Hold |
2,250
| – | – | 0.02% | 433 |
|
|
2019
Q3 | $67K | Sell |
2,250
-1,990
| -47% | -$59.3K | 0.02% | 455 |
|
|
2019
Q2 | $128K | Sell |
4,240
-3,320
| -44% | -$100K | 0.04% | 330 |
|
|
2019
Q1 | $267K | Hold |
7,560
| – | – | 0.09% | 229 |
|
|
2018
Q4 | $227K | Sell |
7,560
-580
| -7% | -$17.4K | 0.08% | 231 |
|
|
2018
Q3 | $368K | Hold |
8,140
| – | – | 0.1% | 193 |
|
|
2018
Q2 | $374K | Hold |
8,140
| – | – | 0.11% | 195 |
|
|
2018
Q1 | $360K | Hold |
8,140
| – | – | 0.11% | 195 |
|
|
2017
Q4 | $351K | Hold |
8,140
| – | – | 0.11% | 204 |
|
|
2017
Q3 | $281K | Sell |
8,140
-600
| -7% | -$20.7K | 0.09% | 236 |
|
|
2017
Q2 | $313K | Buy |
+8,740
| New | +$313K | 0.11% | 209 |
|
|
2015
Q1 | $58K | Hold |
2,900
| – | – | 0.02% | 482 |
|
|
2014
Q4 | $57K | Buy |
+2,900
| New | +$57K | 0.02% | 474 |
|