Wambolt & Associates’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
$2.22M Sell
17,057
-1,576
-8% -$205K 0.75% 45
2025
Q1
$2.31M Sell
18,633
-66
-0.4% -$8.18K 0.78% 45
2024
Q4
$2.13M Sell
18,699
-2,807
-13% -$320K 0.68% 48
2024
Q3
$2.78M Buy
21,506
+2,273
+12% +$294K 0.76% 45
2024
Q2
$2.48M Buy
19,233
+1,583
+9% +$204K 0.72% 47
2024
Q1
$2.63M Buy
17,650
+3,655
+26% +$546K 0.79% 40
2023
Q4
$1.65M Buy
13,995
+2,577
+23% +$304K 0.54% 56
2023
Q3
$1.21M Buy
11,418
+1,969
+21% +$209K 0.44% 77
2023
Q2
$1.03M Buy
9,449
+1,277
+16% +$139K 0.37% 102
2023
Q1
$925K Buy
+8,172
New +$925K 0.33% 109