Wells Fargo’s StepStone Group STEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
203,758
-16,913
| -8% | -$939K | ﹤0.01% | 1647 |
|
|
2025
Q1 | $11.5M | Buy |
220,671
+29,071
| +15% | +$1.52M | ﹤0.01% | 1572 |
|
|
2024
Q4 | $11.1M | Buy |
191,600
+43,211
| +29% | +$2.5M | ﹤0.01% | 1584 |
|
|
2024
Q3 | $8.43M | Buy |
148,389
+52,543
| +55% | +$2.99M | ﹤0.01% | 1788 |
|
|
2024
Q2 | $4.4M | Buy |
95,846
+29,128
| +44% | +$1.34M | ﹤0.01% | 2155 |
|
|
2024
Q1 | $2.38M | Buy |
66,718
+48,963
| +276% | +$1.75M | ﹤0.01% | 2555 |
|
|
2023
Q4 | $565K | Buy |
17,755
+5,307
| +43% | +$169K | ﹤0.01% | 3435 |
|
|
2023
Q3 | $393K | Sell |
12,448
-11,490
| -48% | -$363K | ﹤0.01% | 3647 |
|
|
2023
Q2 | $594K | Buy |
23,938
+12,895
| +117% | +$320K | ﹤0.01% | 3610 |
|
|
2023
Q1 | $268K | Buy |
11,043
+10,009
| +968% | +$243K | ﹤0.01% | 4005 |
|
|
2022
Q4 | $26K | Sell |
1,034
-105
| -9% | -$2.64K | ﹤0.01% | 4832 |
|
|
2022
Q3 | $28K | Sell |
1,139
-383
| -25% | -$9.42K | ﹤0.01% | 4913 |
|
|
2022
Q2 | $40K | Sell |
1,522
-71,654
| -98% | -$1.88M | ﹤0.01% | 4857 |
|
|
2022
Q1 | $2.42M | Sell |
73,176
-1,718
| -2% | -$56.8K | ﹤0.01% | 2950 |
|
|
2021
Q4 | $3.11M | Buy |
74,894
+12,133
| +19% | +$504K | ﹤0.01% | 2879 |
|
|
2021
Q3 | $2.68M | Sell |
62,761
-5,116
| -8% | -$218K | ﹤0.01% | 3252 |
|
|
2021
Q2 | $2.34M | Buy |
67,877
+14,881
| +28% | +$512K | ﹤0.01% | 3381 |
|
|
2021
Q1 | $1.87M | Sell |
52,996
-9,881
| -16% | -$348K | ﹤0.01% | 3538 |
|
|
2020
Q4 | $2.5M | Buy |
62,877
+45,294
| +258% | +$1.8M | ﹤0.01% | 3287 |
|
|
2020
Q3 | $468K | Buy |
+17,583
| New | +$468K | ﹤0.01% | 4281 |
|