Summit Trail Advisors’s Nucor NUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
+1,939
| New | +$252K | ﹤0.01% | 982 |
|
|
2024
Q4 | – | Sell |
-1,342
| Closed | -$203K | – | 640 |
|
|
2024
Q3 | $203K | Buy |
+1,342
| New | +$203K | 0.01% | 673 |
|
|
2024
Q2 | – | Sell |
-1,149
| Closed | -$228K | – | 650 |
|
|
2024
Q1 | $228K | Buy |
+1,149
| New | +$228K | 0.01% | 535 |
|
|
2018
Q2 | – | Sell |
-16,555
| Closed | -$654K | – | 610 |
|
|
2018
Q1 | $654K | Buy |
16,555
+2,779
| +20% | +$110K | 0.11% | 177 |
|
|
2017
Q4 | $932K | Buy |
+13,776
| New | +$932K | 0.12% | 160 |
|