Spire Wealth Management’s StepStone Group STEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27.8K	Sell	500 -300	-38%	-$16.7K	﹤0.01%	1396
2025 Q1	$41.8K	Hold	800	–	–	﹤0.01%	1344
2024 Q4	$46.3K	Hold	800	–	–	﹤0.01%	1315
2024 Q3	$45.5K	Buy	+800	New	+$45.5K	﹤0.01%	1159