Venturi Wealth Management’s StepStone Group STEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-50	Closed	-$2.89K	–	1652
2024 Q4	$2.89K	Hold	50	–	–	﹤0.01%	1802
2024 Q3	$2.84K	Buy	50 +28	+127%	+$1.59K	﹤0.01%	1607
2024 Q2	$1.01K	Buy	+22	New	+$1.01K	﹤0.01%	1485