United Capital Financial Advisors’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.6M | Sell |
39,965
-1,274
| -3% | -$306K | 0.08% | 202 |
|
|
2025
Q1 | $9.35M | Sell |
41,239
-2,853
| -6% | -$647K | 0.08% | 190 |
|
|
2024
Q4 | $9.06M | Sell |
44,092
-25,759
| -37% | -$5.29M | 0.08% | 190 |
|
|
2024
Q3 | $16.9M | Sell |
69,851
-3,859
| -5% | -$936K | 0.14% | 138 |
|
|
2024
Q2 | $16.2M | Sell |
73,710
-3,452
| -4% | -$758K | 0.14% | 138 |
|
|
2024
Q1 | $17.3M | Sell |
77,162
-4,606
| -6% | -$1.04M | 0.14% | 142 |
|
|
2023
Q4 | $18M | Sell |
81,768
-56,554
| -41% | -$12.4M | 0.15% | 137 |
|
|
2023
Q3 | $30.4M | Sell |
138,322
-18,301
| -12% | -$4.02M | 0.2% | 104 |
|
|
2023
Q2 | $35.2M | Sell |
156,623
-3,207
| -2% | -$722K | 0.19% | 105 |
|
|
2023
Q1 | $30.6M | Sell |
159,830
-155,740
| -49% | -$29.8M | 0.17% | 117 |
|
|
2022
Q4 | $58.3M | Buy |
315,570
+161,579
| +105% | +$29.8M | 0.33% | 69 |
|
|
2022
Q3 | $25.6M | Sell |
153,991
-271
| -0.2% | -$45.1K | 0.15% | 133 |
|
|
2022
Q2 | $31.8M | Sell |
154,262
-5,625
| -4% | -$1.16M | 0.17% | 120 |
|
|
2022
Q1 | $38.7M | Sell |
159,887
-5,009
| -3% | -$1.21M | 0.19% | 114 |
|
|
2021
Q4 | $40.1M | Buy |
164,896
+2,624
| +2% | +$639K | 0.18% | 115 |
|
|
2021
Q3 | $33.1M | Buy |
162,272
+2,236
| +1% | +$457K | 0.17% | 126 |
|
|
2021
Q2 | $33M | Buy |
160,036
+3,981
| +3% | +$821K | 0.17% | 130 |
|
|
2021
Q1 | $29.7M | Buy |
156,055
+9,748
| +7% | +$1.86M | 0.16% | 131 |
|
|
2020
Q4 | $27.7M | Sell |
146,307
-1,008
| -0.7% | -$191K | 0.17% | 133 |
|
|
2020
Q3 | $26M | Buy |
147,315
+2,938
| +2% | +$518K | 0.17% | 140 |
|
|
2020
Q2 | $22.2M | Sell |
144,377
-3,829
| -3% | -$588K | 0.16% | 141 |
|
|
2020
Q1 | $20.7M | Buy |
148,206
+505
| +0.3% | +$70.7K | 0.17% | 129 |
|
|
2019
Q4 | $22.5M | Buy |
147,701
+7,514
| +5% | +$1.15M | 0.15% | 167 |
|
|
2019
Q3 | $20.3M | Sell |
140,187
-13,225
| -9% | -$1.91M | 0.14% | 172 |
|
|
2019
Q2 | $22.8M | Buy |
153,412
+5,302
| +4% | +$789K | 0.15% | 143 |
|
|
2019
Q1 | $19M | Buy |
148,110
+10,001
| +7% | +$1.28M | 0.13% | 167 |
|
|
2018
Q4 | $14.8M | Buy |
138,109
+3,337
| +2% | +$357K | 0.12% | 179 |
|
|
2018
Q3 | $15.4M | Buy |
134,772
+3,617
| +3% | +$414K | 0.11% | 212 |
|
|
2018
Q2 | $13.8M | Buy |
131,155
+1,456
| +1% | +$153K | 0.1% | 223 |
|
|
2018
Q1 | $12.1M | Sell |
129,699
-165
| -0.1% | -$15.4K | 0.09% | 249 |
|
|
2017
Q4 | $11.4M | Sell |
129,864
-740
| -0.6% | -$64.7K | 0.09% | 273 |
|
|
2017
Q3 | $11.5M | Sell |
130,604
-3,258
| -2% | -$288K | 0.1% | 249 |
|
|
2017
Q2 | $10.9M | Buy |
133,862
+3,286
| +3% | +$268K | 0.1% | 251 |
|
|
2017
Q1 | $9.07M | Buy |
130,576
+11,587
| +10% | +$805K | 0.08% | 283 |
|
|
2016
Q4 | $8.02M | Buy |
118,989
+8,745
| +8% | +$589K | 0.08% | 303 |
|
|
2016
Q3 | $8.06M | Buy |
110,244
+10,825
| +11% | +$791K | 0.08% | 312 |
|
|
2016
Q2 | $6.86M | Buy |
99,419
+17,756
| +22% | +$1.23M | 0.07% | 315 |
|
|
2016
Q1 | $5.8M | Buy |
81,663
+13,961
| +21% | +$992K | 0.06% | 308 |
|
|
2015
Q4 | $5.1M | Buy |
67,702
+15,375
| +29% | +$1.16M | 0.06% | 322 |
|
|
2015
Q3 | $3.4M | Buy |
52,327
+10,930
| +26% | +$710K | 0.04% | 402 |
|
|
2015
Q2 | $2.67M | Buy |
41,397
+10,904
| +36% | +$703K | 0.03% | 511 |
|
|
2015
Q1 | $2.03M | Buy |
30,493
+12,425
| +69% | +$826K | 0.02% | 549 |
|
|
2014
Q4 | $1.17M | Buy |
18,068
+4,296
| +31% | +$279K | 0.02% | 606 |
|
|
2014
Q3 | $743K | Buy |
+13,772
| New | +$743K | 0.01% | 688 |
|