Steward Partners Investment Advisory’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Buy |
34,755
+2,890
| +9% | +$694K | 0.07% | 294 |
|
|
2025
Q1 | $7.22M | Buy |
31,865
+1,940
| +6% | +$440K | 0.06% | 307 |
|
|
2024
Q4 | $6.15M | Buy |
29,925
+683
| +2% | +$140K | 0.05% | 331 |
|
|
2024
Q3 | $7.09M | Sell |
29,242
-1,234
| -4% | -$299K | 0.07% | 285 |
|
|
2024
Q2 | $6.69M | Buy |
30,476
+1,584
| +5% | +$348K | 0.07% | 277 |
|
|
2024
Q1 | $6.5M | Buy |
28,892
+12,677
| +78% | +$2.85M | 0.07% | 277 |
|
|
2023
Q4 | $3.56M | Sell |
16,215
-1,468
| -8% | -$323K | 0.05% | 354 |
|
|
2023
Q3 | $3.88M | Buy |
17,683
+1,799
| +11% | +$395K | 0.06% | 304 |
|
|
2023
Q2 | $3.57M | Buy |
15,884
+2,708
| +21% | +$609K | 0.05% | 332 |
|
|
2023
Q1 | $2.52M | Buy |
13,176
+472
| +4% | +$90.3K | 0.04% | 408 |
|
|
2022
Q4 | $2.35M | Sell |
12,704
-6,158
| -33% | -$1.14M | 0.04% | 419 |
|
|
2022
Q3 | $3.14M | Sell |
18,862
-11,674
| -38% | -$1.94M | 0.06% | 323 |
|
|
2022
Q2 | $6.3M | Buy |
30,536
+22,209
| +267% | +$4.58M | 0.12% | 196 |
|
|
2022
Q1 | $2.01M | Buy |
8,327
+6,743
| +426% | +$1.63M | 0.03% | 472 |
|
|
2021
Q4 | $386K | Buy |
1,584
+16
| +1% | +$3.9K | 0.01% | 1044 |
|
|
2021
Q3 | $320K | Buy |
1,568
+5
| +0.3% | +$1.02K | 0.01% | 1079 |
|
|
2021
Q2 | $322K | Buy |
1,563
+113
| +8% | +$23.3K | 0.01% | 1148 |
|
|
2021
Q1 | $276K | Buy |
1,450
+106
| +8% | +$20.2K | ﹤0.01% | 1138 |
|
|
2020
Q4 | $255K | Buy |
1,344
+30
| +2% | +$5.69K | 0.01% | 972 |
|
|
2020
Q3 | $232K | Buy |
1,314
+30
| +2% | +$5.3K | 0.01% | 892 |
|
|
2020
Q2 | $197K | Buy |
1,284
+96
| +8% | +$14.7K | 0.01% | 885 |
|
|
2020
Q1 | $166K | Buy |
1,188
+56
| +5% | +$7.83K | 0.01% | 848 |
|
|
2019
Q4 | $172K | Buy |
1,132
+33
| +3% | +$5.01K | 0.01% | 928 |
|
|
2019
Q3 | $158K | Buy |
1,099
+29
| +3% | +$4.17K | 0.01% | 923 |
|
|
2019
Q2 | $159K | Buy |
+1,070
| New | +$159K | 0.01% | 888 |
|
|
2018
Q4 | – | Sell |
-909
| Closed | -$104K | – | 1981 |
|
|
2018
Q3 | $104K | Buy |
909
+492
| +118% | +$56.3K | 0.01% | 921 |
|
|
2018
Q2 | $44K | Buy |
417
+38
| +10% | +$4.01K | ﹤0.01% | 1149 |
|
|
2018
Q1 | $35K | Buy |
+379
| New | +$35K | ﹤0.01% | 1126 |
|