Partners in Financial Planning’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 | $914K | Sell |
7,143
-361
| -5% | -$46.2K | 0.17% | 48 |
|
|
2025
Q1 | $939K | Hold |
7,504
| – | – | 0.19% | 46 |
|
|
2024
Q4 | $856K | Hold |
7,504
| – | – | 0.17% | 47 |
|
|
2024
Q3 | $946K | Hold |
7,504
| – | – | 0.19% | 47 |
|
|
2024
Q2 | $972K | Sell |
7,504
-170
| -2% | -$22K | 0.21% | 47 |
|
|
2024
Q1 | $1.14M | Sell |
7,674
-395
| -5% | -$58.6K | 0.25% | 42 |
|
|
2023
Q4 | $953K | Sell |
8,069
-17
| -0.2% | -$2.01K | 0.22% | 47 |
|
|
2023
Q3 | $867K | Hold |
8,086
| – | – | 0.22% | 45 |
|
|
2023
Q2 | $881K | Sell |
8,086
-145
| -2% | -$15.8K | 0.22% | 47 |
|
|
2023
Q1 | $931K | Hold |
8,231
| – | – | 0.24% | 44 |
|
|
2022
Q4 | $783K | Hold |
8,231
| – | – | 0.22% | 47 |
|
|
2022
Q3 | $828K | Hold |
8,231
| – | – | 0.24% | 42 |
|
|
2022
Q2 | $712K | Hold |
8,231
| – | – | 0.23% | 46 |
|
|
2022
Q1 | $738K | Sell |
8,231
-50
| -0.6% | -$4.48K | 0.23% | 42 |
|
|
2021
Q4 | $503K | Buy |
8,281
+437
| +6% | +$26.5K | 0.15% | 50 |
|
|
2021
Q3 | $459K | Hold |
7,844
| – | – | 0.14% | 51 |
|
|
2021
Q2 | $468K | Buy |
+7,844
| New | +$468K | 0.15% | 49 |
|