Raymond James Trust’s Steel Dynamics STLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$201K Buy
+1,598
New +$201K ﹤0.01% 1247
2024
Q2
Sell
-1,528
Closed -$226K 1298
2024
Q1
$226K Buy
+1,528
New +$226K 0.01% 1129
2021
Q1
Sell
-6,305
Closed -$233K 1141
2020
Q4
$233K Buy
+6,305
New +$233K 0.01% 885
2019
Q2
Sell
-8,046
Closed -$284K 939
2019
Q1
$284K Buy
8,046
+449
+6% +$15.8K 0.02% 625
2018
Q4
$228K Sell
7,597
-647
-8% -$19.4K 0.01% 681
2018
Q3
$372K Sell
8,244
-4,072
-33% -$184K 0.02% 548
2018
Q2
$566K Sell
12,316
-106
-0.9% -$4.87K 0.03% 386
2018
Q1
$549K Sell
12,422
-594
-5% -$26.3K 0.04% 354
2017
Q4
$561K Sell
13,016
-311
-2% -$13.4K 0.04% 358
2017
Q3
$459K Buy
13,327
+312
+2% +$10.7K 0.03% 400
2017
Q2
$466K Sell
13,015
-1,035
-7% -$37.1K 0.03% 390
2017
Q1
$488K Buy
14,050
+3,019
+27% +$105K 0.04% 376
2016
Q4
$393K Sell
11,031
-3,611
-25% -$129K 0.03% 423
2016
Q3
$366K Buy
14,642
+2,959
+25% +$74K 0.03% 414
2016
Q2
$286K Buy
+11,683
New +$286K 0.03% 474