Summit Trail Advisors’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
+3,305
| New | +$426K | 0.01% | 792 |
|
|
2024
Q4 | – | Sell |
-2,368
| Closed | -$300K | – | 715 |
|
|
2024
Q3 | $300K | Buy |
2,368
+468
| +25% | +$59.2K | 0.01% | 546 |
|
|
2024
Q2 | $247K | Sell |
1,900
-37
| -2% | -$4.81K | 0.01% | 538 |
|
|
2024
Q1 | $288K | Buy |
1,937
+98
| +5% | +$14.6K | 0.01% | 475 |
|
|
2023
Q4 | $218K | Sell |
1,839
-80
| -4% | -$9.48K | 0.01% | 475 |
|
|
2023
Q3 | $207K | Buy |
1,919
+34
| +2% | +$3.66K | 0.01% | 494 |
|
|
2023
Q2 | $206K | Buy |
+1,885
| New | +$206K | 0.01% | 478 |
|
|
2018
Q1 | – | Sell |
-429
| Closed | -$20K | – | 1499 |
|
|
2017
Q4 | $20K | Buy |
+429
| New | +$20K | ﹤0.01% | 1046 |
|