Sage Private Wealth Group’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
1,783
+93
| +6% | +$22.3K | 0.27% | 50 |
|
|
2025
Q1 | $383K | Buy |
1,690
+153
| +10% | +$34.7K | 0.29% | 56 |
|
|
2024
Q4 | $316K | Buy |
1,537
+61
| +4% | +$12.5K | 0.24% | 63 |
|
|
2024
Q3 | $358K | Sell |
1,476
-35
| -2% | -$8.49K | 0.28% | 61 |
|
|
2024
Q2 | $332K | Buy |
1,511
+397
| +36% | +$87.2K | 0.28% | 58 |
|
|
2024
Q1 | $251K | Buy |
+1,114
| New | +$251K | 0.2% | 72 |
|
|
2022
Q4 | – | Sell |
-691
| Closed | -$115K | – | 163 |
|
|
2022
Q3 | $115K | Hold |
691
| – | – | 0.15% | 65 |
|
|
2022
Q2 | $142K | Buy |
691
+142
| +26% | +$29.2K | 0.2% | 58 |
|
|
2022
Q1 | $133K | Buy |
549
+64
| +13% | +$15.5K | 0.13% | 63 |
|
|
2021
Q4 | $118K | Hold |
485
| – | – | 0.15% | 60 |
|
|
2021
Q3 | $99K | Hold |
485
| – | – | 0.14% | 61 |
|
|
2021
Q2 | $100K | Sell |
485
-38
| -7% | -$7.84K | 0.14% | 66 |
|
|
2021
Q1 | $100K | Buy |
523
+57
| +12% | +$10.9K | 0.17% | 66 |
|
|
2020
Q4 | $88K | Buy |
+466
| New | +$88K | 0.25% | 61 |
|