Private Advisory Group’s StepStone Group STEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,828
Closed -$916K 230
2024
Q4
$916K Sell
15,828
-3,679
-19% -$213K 0.1% 124
2024
Q3
$1.11M Buy
+19,507
New +$1.11M 0.13% 107