Steward Partners Investment Advisory’s StepStone Group STEP Stock Holding History

Steward Partners Investment Advisory’s Portfolio STEP Stock Details STEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34.4K	Buy
2025 Q2	$6.49K	Sell
2025 Q1	$7.83K	Sell
2024 Q4	$26.7K	Buy
2022 Q1	–	Sell
2021 Q4	$1K	Sell
2021 Q3	$7K	Sell
2021 Q2	$10K	Buy