SVB Wealth’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,685
| Closed | -$250K | – | 813 |
|
|
2024
Q1 | $250K | Buy |
+1,685
| New | +$250K | 0.01% | 690 |
|
|
2019
Q2 | – | Sell |
-5,680
| Closed | -$200K | – | 532 |
|
|
2019
Q1 | $200K | Buy |
+5,680
| New | +$200K | 0.01% | 383 |
|
|
2018
Q4 | – | Sell |
-5,680
| Closed | -$257K | – | 429 |
|
|
2018
Q3 | $257K | Hold |
5,680
| – | – | 0.01% | 386 |
|
|
2018
Q2 | $261K | Buy |
5,680
+474
| +9% | +$21.8K | 0.01% | 391 |
|
|
2018
Q1 | $230K | Hold |
5,206
| – | – | 0.01% | 405 |
|
|
2017
Q4 | $225K | Sell |
5,206
-1,025
| -16% | -$44.3K | 0.01% | 441 |
|
|
2017
Q3 | $215K | Sell |
6,231
-160
| -3% | -$5.52K | 0.01% | 431 |
|
|
2017
Q2 | $229K | Sell |
6,391
-16,667
| -72% | -$597K | 0.01% | 438 |
|
|
2017
Q1 | $801K | Sell |
23,058
-11,413
| -33% | -$396K | 0.03% | 285 |
|
|
2016
Q4 | $1.23M | Sell |
34,471
-355
| -1% | -$12.6K | 0.05% | 227 |
|
|
2016
Q3 | $870K | Sell |
34,826
-2,794
| -7% | -$69.8K | 0.04% | 264 |
|
|
2016
Q2 | $922K | Sell |
37,620
-12,330
| -25% | -$302K | 0.04% | 261 |
|
|
2016
Q1 | $1.12M | Buy |
49,950
+7,702
| +18% | +$173K | 0.05% | 245 |
|
|
2015
Q4 | $755K | Sell |
42,248
-9,089
| -18% | -$162K | 0.03% | 306 |
|
|
2015
Q3 | $882K | Buy |
51,337
+1,231
| +2% | +$21.1K | 0.03% | 307 |
|
|
2015
Q2 | $1.04M | Buy |
50,106
+22,249
| +80% | +$461K | 0.03% | 308 |
|
|
2015
Q1 | $560K | Sell |
27,857
-866
| -3% | -$17.4K | 0.02% | 396 |
|
|
2014
Q4 | $567K | Buy |
+28,723
| New | +$567K | 0.02% | 384 |
|