United Capital Financial 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
$613K Sell
4,787
-9
-0.2% -$1.15K ﹤0.01% 721
2025
Q1
$600K Buy
4,796
+445
+10% +$55.7K 0.01% 685
2024
Q4
$496K Buy
4,351
+47
+1% +$5.36K ﹤0.01% 730
2024
Q3
$543K Sell
4,304
-580
-12% -$73.1K ﹤0.01% 707
2024
Q2
$632K Sell
4,884
-289
-6% -$37.4K 0.01% 641
2024
Q1
$767K Sell
5,173
-198
-4% -$29.4K 0.01% 621
2023
Q4
$634K Buy
+5,371
New +$634K 0.01% 670
2019
Q3
Sell
-6,804
Closed -$205K 1442
2019
Q2
$205K Sell
6,804
-111,242
-94% -$3.35M ﹤0.01% 1337
2019
Q1
$4.16M Buy
118,046
+10,902
+10% +$384K 0.03% 449
2018
Q4
$3.22M Buy
107,144
+8,965
+9% +$269K 0.03% 456
2018
Q3
$4.44M Buy
98,179
+69,057
+237% +$3.12M 0.03% 454
2018
Q2
$1.34M Sell
29,122
-5,472
-16% -$251K 0.01% 688
2018
Q1
$1.53M Buy
34,594
+312
+0.9% +$13.8K 0.01% 658
2017
Q4
$1.48M Sell
34,282
-7,160
-17% -$309K 0.01% 678
2017
Q3
$1.43M Sell
41,442
-5,475
-12% -$189K 0.01% 668
2017
Q2
$1.68M Buy
+46,917
New +$1.68M 0.02% 625