Truist Financial’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 | $684K | Sell |
12,332
-6,660
| -35% | -$370K | ﹤0.01% | 1774 |
|
|
2025
Q1 | $992K | Sell |
18,992
-5,537
| -23% | -$289K | ﹤0.01% | 1510 |
|
|
2024
Q4 | $1.42M | Sell |
24,529
-4,625
| -16% | -$268K | ﹤0.01% | 1393 |
|
|
2024
Q3 | $1.66M | Sell |
29,154
-9,166
| -24% | -$521K | ﹤0.01% | 1310 |
|
|
2024
Q2 | $1.76M | Sell |
38,320
-6,619
| -15% | -$304K | ﹤0.01% | 1328 |
|
|
2024
Q1 | $1.61M | Sell |
44,939
-2,283
| -5% | -$81.6K | ﹤0.01% | 1383 |
|
|
2023
Q4 | $1.5M | Sell |
47,222
-34,860
| -42% | -$1.11M | ﹤0.01% | 1397 |
|
|
2023
Q3 | $2.59M | Buy |
82,082
+14,924
| +22% | +$471K | ﹤0.01% | 1106 |
|
|
2023
Q2 | $1.67M | Sell |
67,158
-1,634
| -2% | -$40.5K | ﹤0.01% | 1335 |
|
|
2023
Q1 | $1.67M | Sell |
68,792
-12,405
| -15% | -$301K | ﹤0.01% | 1311 |
|
|
2022
Q4 | $2.04M | Sell |
81,197
-9,293
| -10% | -$234K | ﹤0.01% | 1195 |
|
|
2022
Q3 | $2.22M | Sell |
90,490
-22,549
| -20% | -$553K | ﹤0.01% | 1112 |
|
|
2022
Q2 | $2.94M | Sell |
113,039
-1,094
| -1% | -$28.5K | 0.01% | 1030 |
|
|
2022
Q1 | $3.77M | Buy |
114,133
+9,055
| +9% | +$299K | 0.01% | 993 |
|
|
2021
Q4 | $4.37M | Buy |
105,078
+20,465
| +24% | +$851K | 0.01% | 930 |
|
|
2021
Q3 | $3.61M | Buy |
84,613
+8,078
| +11% | +$344K | 0.01% | 1009 |
|
|
2021
Q2 | $2.63M | Buy |
76,535
+4,810
| +7% | +$165K | ﹤0.01% | 1146 |
|
|
2021
Q1 | $2.53M | Buy |
71,725
+44,222
| +161% | +$1.56M | ﹤0.01% | 1126 |
|
|
2020
Q4 | $1.1M | Buy |
27,503
+16,933
| +160% | +$674K | ﹤0.01% | 1420 |
|
|
2020
Q3 | $268K | Buy |
+10,570
| New | +$268K | ﹤0.01% | 2073 |
|