Wellington Shields & Co’s Steris STE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
1,350
| – | – | 0.09% | 169 |
|
|
2025
Q1 | $306K | Hold |
1,350
| – | – | 0.1% | 176 |
|
|
2024
Q4 | $278K | Hold |
1,350
| – | – | 0.09% | 176 |
|
|
2024
Q3 | $327K | Hold |
1,350
| – | – | 0.1% | 167 |
|
|
2024
Q2 | $296K | Sell |
1,350
-350
| -21% | -$76.8K | 0.1% | 166 |
|
|
2024
Q1 | $382K | Buy |
1,700
+350
| +26% | +$78.7K | 0.13% | 152 |
|
|
2023
Q4 | $297K | Hold |
1,350
| – | – | 0.11% | 164 |
|
|
2023
Q3 | $296K | Hold |
1,350
| – | – | 0.07% | 158 |
|
|
2023
Q2 | $304K | Sell |
1,350
-50
| -4% | -$11.2K | 0.07% | 160 |
|
|
2023
Q1 | $268K | Hold |
1,400
| – | – | 0.06% | 182 |
|
|
2022
Q4 | $259K | Hold |
1,400
| – | – | 0.06% | 173 |
|
|
2022
Q3 | $233K | Hold |
1,400
| – | – | 0.1% | 176 |
|
|
2022
Q2 | $289K | Hold |
1,400
| – | – | 0.07% | 152 |
|
|
2022
Q1 | $338K | Sell |
1,400
-500
| -26% | -$121K | 0.11% | 153 |
|
|
2021
Q4 | $462K | Hold |
1,900
| – | – | 0.09% | 132 |
|
|
2021
Q3 | $388K | Hold |
1,900
| – | – | 0.14% | 132 |
|
|
2021
Q2 | $392K | Hold |
1,900
| – | – | 0.13% | 129 |
|
|
2021
Q1 | $362K | Hold |
1,900
| – | – | 0.13% | 129 |
|
|
2020
Q4 | $360K | Buy |
1,900
+50
| +3% | +$9.47K | 0.13% | 122 |
|
|
2020
Q3 | $326K | Buy |
1,850
+300
| +19% | +$52.9K | 0.14% | 122 |
|
|
2020
Q2 | $238K | Hold |
1,550
| – | – | 0.1% | 140 |
|
|
2020
Q1 | $217K | Hold |
1,550
| – | – | 0.12% | 135 |
|
|
2019
Q4 | $236K | Buy |
+1,550
| New | +$236K | 0.1% | 150 |
|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$223K | – | 193 |
|
|
2019
Q2 | $223K | Buy |
+1,500
| New | +$223K | 0.11% | 153 |
|