Steward Partners Investment Advisory’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 | $6.49K | Sell |
117
-33
| -22% | -$1.83K | ﹤0.01% | 3387 |
|
|
2025
Q1 | $7.84K | Sell |
150
-311
| -67% | -$16.2K | ﹤0.01% | 3204 |
|
|
2024
Q4 | $26.7K | Buy |
+461
| New | +$26.7K | ﹤0.01% | 2640 |
|
|
2022
Q1 | – | Sell |
-35
| Closed | -$1K | – | 3371 |
|
|
2021
Q4 | $1K | Sell |
35
-125
| -78% | -$3.57K | ﹤0.01% | 3126 |
|
|
2021
Q3 | $7K | Sell |
160
-125
| -44% | -$5.47K | ﹤0.01% | 2724 |
|
|
2021
Q2 | $10K | Buy |
+285
| New | +$10K | ﹤0.01% | 6066 |
|