Valeo Financial Advisors’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $659K | Sell |
2,874
-3,085
| -52% | -$723K | 0.01% | 385 |
|
|
2026
Q1 | $1.07M | Sell |
5,959
-675
| -10% | -$123K | 0.03% | 261 |
|
|
2025
Q4 | $1.12M | Sell |
6,634
-5,328
| -45% | -$846K | 0.03% | 280 |
|
|
2025
Q3 | $1.67M | Sell |
11,962
-457
| -4% | -$60K | 0.04% | 197 |
|
|
2025
Q2 | $1.59M | Buy |
12,419
+6,732
| +118% | +$859K | 0.04% | 203 |
|
|
2025
Q1 | $711K | Buy |
5,687
+414
| +8% | +$52.5K | 0.02% | 329 |
|
|
2024
Q4 | $601K | Buy |
5,273
+445
| +9% | +$59.1K | 0.02% | 369 |
|
|
2024
Q3 | $609K | Buy |
4,828
+1,498
| +45% | +$182K | 0.02% | 364 |
|
|
2024
Q2 | $431K | Sell |
3,330
-201
| -6% | -$26.8K | 0.01% | 429 |
|
|
2024
Q1 | $459K | Buy |
3,531
+7
| +0.2% | +$880 | 0.02% | 401 |
|
|
2023
Q4 | $416K | Sell |
3,524
-151
| -4% | -$16.8K | 0.02% | 410 |
|
|
2023
Q3 | $394K | Buy |
3,675
+153
| +4% | +$15.9K | 0.02% | 391 |
|
|
2023
Q2 | $384K | Sell |
3,522
-784
| -18% | -$79.8K | 0.02% | 371 |
|
|
2023
Q1 | $487K | Buy |
4,306
+576
| +15% | +$67K | 0.02% | 345 |
|
|
2022
Q4 | $364K | Buy |
+3,730
| New | +$359K | 0.02% | 338 |
|
|
2022
Q2 | – | Sell |
-5,089
| Closed | -$425K | – | 640 |
|
|
2022
Q1 | $425K | Buy |
5,089
+1,598
| +46% | +$108K | 0.02% | 364 |
|
|
2021
Q4 | $217K | Sell |
3,491
-71
| -2% | -$4.44K | 0.01% | 499 |
|
|
2021
Q3 | $208K | Buy |
+3,562
| New | +$228K | 0.01% | 491 |
|
|
2021
Q2 | – | Sell |
-1,408
| Closed | -$71K | – | 1657 |
|
|
2021
Q1 | $71K | Buy |
1,408
+834
| +145% | +$35.2K | ﹤0.01% | 736 |
|
|
2020
Q4 | $21K | Sell |
574
-250
| -30% | -$8.68K | ﹤0.01% | 1018 |
|
|
2020
Q3 | $24K | Sell |
824
-180
| -18% | -$5.17K | ﹤0.01% | 880 |
|
|
2020
Q2 | $26K | Buy |
1,004
+19
| +2% | +$475 | ﹤0.01% | 968 |
|
|
2020
Q1 | $24K | Sell |
985
-2,148
| -69% | -$58.8K | ﹤0.01% | 848 |
|
|
2019
Q4 | $107K | Buy |
3,133
+3
| +0.1% | +$96 | 0.01% | 448 |
|
|
2019
Q3 | $93K | Buy |
3,130
+502
| +19% | +$14.8K | 0.01% | 449 |
|
|
2019
Q2 | $79K | Buy |
2,628
+1,502
| +133% | +$45.9K | 0.01% | 480 |
|
|
2019
Q1 | $40K | Buy |
1,126
+2
| +0.2% | +$71 | ﹤0.01% | 614 |
|
|
2018
Q4 | $34K | Buy |
1,124
+300
| +36% | +$11.3K | ﹤0.01% | 589 |
|
|
2018
Q3 | $33K | Hold |
824
| – | – | ﹤0.01% | 645 |
|
|
2018
Q2 | $36K | Buy |
824
+461
| +127% | +$21.8K | 0.01% | 619 |
|
|
2018
Q1 | $16K | Buy |
363
+113
| +45% | +$5.2K | ﹤0.01% | 799 |
|
|
2017
Q4 | $11K | Hold |
250
| – | – | ﹤0.01% | 819 |
|
|
2017
Q3 | $9K | Buy |
+250
| New | +$8.77K | ﹤0.01% | 735 |
|
Other funds holding STLD
LCIP
Valeo Financial Advisors's STLD Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Steel Dynamics (STLD) stake by 52% in Q2 2026, selling an estimated $723K and leaving 2,874 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #385.
Valeo Financial Advisors first reported a position in STLD in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.67M in Q3 2025. 1,018 funds tracked by Wall St. Rank hold STLD as of Q2 2026.
- Valeo Financial Advisors held 2,874 shares of Steel Dynamics worth $659K as of Q2 2026.
- Valeo Financial Advisors sold 3,085 Steel Dynamics shares in Q2 2026, an estimated $723K.
- Steel Dynamics made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #385 holding.
- Valeo Financial Advisors first reported a position in Steel Dynamics in Q3 2017 and has held it in 33 quarters since.
- Valeo Financial Advisors's Steel Dynamics position peaked at $1.67M in Q3 2025.
- 1,018 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.