Personal CFO Solutions’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
1,873
-1,783
| -49% | -$428K | 0.08% | 242 |
|
|
2025
Q1 | $829K | Hold |
3,656
| – | – | 0.17% | 133 |
|
|
2024
Q4 | $751K | Sell |
3,656
-379
| -9% | -$77.9K | 0.15% | 144 |
|
|
2024
Q3 | $979K | Sell |
4,035
-220
| -5% | -$53.4K | 0.14% | 142 |
|
|
2024
Q2 | $934K | Sell |
4,255
-45
| -1% | -$9.88K | 0.14% | 137 |
|
|
2024
Q1 | $967K | Buy |
4,300
+49
| +1% | +$11K | 0.15% | 134 |
|
|
2023
Q4 | $935K | Buy |
4,251
+180
| +4% | +$39.6K | 0.16% | 128 |
|
|
2023
Q3 | $893K | Sell |
4,071
-111
| -3% | -$24.4K | 0.18% | 110 |
|
|
2023
Q2 | $941K | Buy |
4,182
+73
| +2% | +$16.4K | 0.19% | 105 |
|
|
2023
Q1 | $786K | Sell |
4,109
-2
| -0% | -$383 | 0.16% | 120 |
|
|
2022
Q4 | $759K | Sell |
4,111
-204
| -5% | -$37.7K | 0.16% | 120 |
|
|
2022
Q3 | $717K | Sell |
4,315
-160
| -4% | -$26.6K | 0.18% | 110 |
|
|
2022
Q2 | $922K | Sell |
4,475
-97
| -2% | -$20K | 0.22% | 79 |
|
|
2022
Q1 | $1.11M | Sell |
4,572
-81
| -2% | -$19.6K | 0.22% | 95 |
|
|
2021
Q4 | $1.13M | Buy |
4,653
+43
| +0.9% | +$10.5K | 0.21% | 97 |
|
|
2021
Q3 | $942K | Buy |
4,610
+80
| +2% | +$16.3K | 0.19% | 112 |
|
|
2021
Q2 | $935K | Sell |
4,530
-236
| -5% | -$48.7K | 0.19% | 109 |
|
|
2021
Q1 | $908K | Buy |
+4,766
| New | +$908K | 0.2% | 101 |
|
|
2020
Q1 | – | Sell |
-4,589
| Closed | -$698K | – | 361 |
|
|
2019
Q4 | $698K | Sell |
4,589
-56
| -1% | -$8.52K | 0.2% | 106 |
|
|
2019
Q3 | $671K | Buy |
+4,645
| New | +$671K | 0.27% | 95 |
|