WhitTier Trust Company’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 | $41.2K | Hold |
743
| – | – | ﹤0.01% | 830 |
|
2025
Q1 | $38.8K | Hold |
743
| – | – | ﹤0.01% | 830 |
|
2024
Q4 | $43K | Hold |
743
| – | – | ﹤0.01% | 783 |
|
2024
Q3 | $42.2K | Hold |
743
| – | – | ﹤0.01% | 786 |
|
2024
Q2 | $34.1K | Hold |
743
| – | – | ﹤0.01% | 783 |
|
2024
Q1 | $26.5K | Hold |
743
| – | – | ﹤0.01% | 805 |
|
2023
Q4 | $23.6K | Hold |
743
| – | – | ﹤0.01% | 805 |
|
2023
Q3 | $23.5K | Hold |
743
| – | – | ﹤0.01% | 793 |
|
2023
Q2 | $18.4K | Hold |
743
| – | – | ﹤0.01% | 868 |
|
2023
Q1 | $18K | Hold |
743
| – | – | ﹤0.01% | 858 |
|
2022
Q4 | $18.7K | Hold |
743
| – | – | ﹤0.01% | 850 |
|
2022
Q3 | $18K | Hold |
743
| – | – | ﹤0.01% | 831 |
|
2022
Q2 | $19K | Hold |
743
| – | – | ﹤0.01% | 827 |
|
2022
Q1 | $25K | Buy |
+743
| New | +$25K | ﹤0.01% | 778 |
|