Sequoia Financial Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
22,155
+1,397
| +7% | +$336K | 0.04% | 267 |
|
|
2025
Q1 | $4.7M | Buy |
20,758
+1,932
| +10% | +$438K | 0.04% | 274 |
|
|
2024
Q4 | $3.87M | Sell |
18,826
-322
| -2% | -$66.2K | 0.04% | 286 |
|
|
2024
Q3 | $4.64M | Buy |
19,148
+917
| +5% | +$222K | 0.05% | 222 |
|
|
2024
Q2 | $4M | Buy |
18,231
+1,084
| +6% | +$238K | 0.05% | 214 |
|
|
2024
Q1 | $3.86M | Sell |
17,147
-7,601
| -31% | -$1.71M | 0.05% | 225 |
|
|
2023
Q4 | $5.44M | Buy |
24,748
+21,886
| +765% | +$4.81M | 0.07% | 206 |
|
|
2023
Q3 | $628K | Buy |
2,862
+234
| +9% | +$51.4K | 0.01% | 444 |
|
|
2023
Q2 | $591K | Buy |
2,628
+1,345
| +105% | +$303K | 0.01% | 473 |
|
|
2023
Q1 | $245K | Sell |
1,283
-362
| -22% | -$69.3K | 0.01% | 697 |
|
|
2022
Q4 | $304K | Buy |
1,645
+336
| +26% | +$62.1K | 0.01% | 576 |
|
|
2022
Q3 | $218K | Buy |
+1,309
| New | +$218K | 0.01% | 469 |
|
|
2022
Q2 | – | Sell |
-1,083
| Closed | -$262K | – | 673 |
|
|
2022
Q1 | $262K | Buy |
1,083
+16
| +1% | +$3.87K | 0.01% | 541 |
|
|
2021
Q4 | $260K | Buy |
+1,067
| New | +$260K | 0.01% | 475 |
|
|
2021
Q3 | – | Sell |
-1,110
| Closed | -$229K | – | 424 |
|
|
2021
Q2 | $229K | Sell |
1,110
-625
| -36% | -$129K | 0.01% | 430 |
|
|
2021
Q1 | $330K | Sell |
1,735
-19,957
| -92% | -$3.8M | 0.01% | 322 |
|
|
2020
Q4 | $4.11M | Sell |
21,692
-16,950
| -44% | -$3.21M | 0.19% | 78 |
|
|
2020
Q3 | $6.81M | Buy |
38,642
+4,434
| +13% | +$781K | 0.36% | 45 |
|
|
2020
Q2 | $5.25M | Buy |
34,208
+4,529
| +15% | +$695K | 0.31% | 50 |
|
|
2020
Q1 | $4.15M | Buy |
+29,679
| New | +$4.15M | 0.31% | 44 |
|