Valeo 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 | $1.59M | Buy |
12,419
+6,732
| +118% | +$862K | 0.04% | 203 |
|
2025
Q1 | $711K | Buy |
5,687
+414
| +8% | +$51.8K | 0.02% | 328 |
|
2024
Q4 | $601K | Buy |
5,273
+445
| +9% | +$50.8K | 0.02% | 364 |
|
2024
Q3 | $609K | Buy |
4,828
+1,498
| +45% | +$189K | 0.02% | 362 |
|
2024
Q2 | $431K | Sell |
3,330
-201
| -6% | -$26K | 0.01% | 429 |
|
2024
Q1 | $459K | Buy |
3,531
+7
| +0.2% | +$910 | 0.02% | 401 |
|
2023
Q4 | $416K | Sell |
3,524
-151
| -4% | -$17.8K | 0.02% | 410 |
|
2023
Q3 | $394K | Buy |
3,675
+153
| +4% | +$16.4K | 0.02% | 391 |
|
2023
Q2 | $384K | Sell |
3,522
-784
| -18% | -$85.4K | 0.02% | 371 |
|
2023
Q1 | $487K | Buy |
4,306
+576
| +15% | +$65.1K | 0.02% | 345 |
|
2022
Q4 | $364K | Buy |
+3,730
| New | +$364K | 0.02% | 338 |
|
2022
Q2 | – | Sell |
-5,089
| Closed | -$425K | – | 583 |
|
2022
Q1 | $425K | Buy |
5,089
+1,598
| +46% | +$133K | 0.02% | 345 |
|
2021
Q4 | $217K | Sell |
3,491
-71
| -2% | -$4.41K | 0.01% | 478 |
|
2021
Q3 | $208K | Buy |
+3,562
| New | +$208K | 0.01% | 467 |
|
2021
Q2 | – | Sell |
-1,408
| Closed | -$71K | – | 1561 |
|
2021
Q1 | $71K | Buy |
1,408
+834
| +145% | +$42.1K | ﹤0.01% | 706 |
|
2020
Q4 | $21K | Sell |
574
-250
| -30% | -$9.15K | ﹤0.01% | 997 |
|
2020
Q3 | $24K | Sell |
824
-180
| -18% | -$5.24K | ﹤0.01% | 849 |
|
2020
Q2 | $26K | Buy |
1,004
+19
| +2% | +$492 | ﹤0.01% | 918 |
|
2020
Q1 | $24K | Sell |
985
-2,148
| -69% | -$52.3K | ﹤0.01% | 819 |
|
2019
Q4 | $107K | Buy |
3,133
+3
| +0.1% | +$102 | 0.01% | 447 |
|
2019
Q3 | $93K | Buy |
3,130
+502
| +19% | +$14.9K | 0.01% | 449 |
|
2019
Q2 | $79K | Buy |
2,628
+1,502
| +133% | +$45.2K | 0.01% | 479 |
|
2019
Q1 | $40K | Buy |
1,126
+2
| +0.2% | +$71 | ﹤0.01% | 609 |
|
2018
Q4 | $34K | Buy |
1,124
+300
| +36% | +$9.08K | ﹤0.01% | 584 |
|
2018
Q3 | $33K | Hold |
824
| – | – | ﹤0.01% | 636 |
|
2018
Q2 | $36K | Buy |
824
+461
| +127% | +$20.1K | 0.01% | 614 |
|
2018
Q1 | $16K | Buy |
363
+113
| +45% | +$4.98K | ﹤0.01% | 796 |
|
2017
Q4 | $11K | Hold |
250
| – | – | ﹤0.01% | 816 |
|
2017
Q3 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 729 |
|