Abound Wealth Management’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.06K Hold
38
﹤0.01% 626
2025
Q1
$3.42K Sell
38
-14
-27% -$1.26K ﹤0.01% 611
2024
Q4
$5.12K Sell
52
-8
-13% -$787 ﹤0.01% 521
2024
Q3
$5.32K Hold
60
﹤0.01% 539
2024
Q2
$4.45K Hold
60
﹤0.01% 527
2024
Q1
$4.65K Buy
60
+8
+15% +$620 ﹤0.01% 543
2023
Q4
$4.04K Buy
52
+8
+18% +$621 ﹤0.01% 555
2023
Q3
$2.96K Sell
44
-10
-19% -$672 ﹤0.01% 560
2023
Q2
$3.96K Buy
54
+10
+23% +$734 ﹤0.01% 540
2023
Q1
$3.34K Buy
44
+10
+29% +$759 ﹤0.01% 501
2022
Q4
$2.65K Buy
34
+6
+21% +$467 ﹤0.01% 492
2022
Q3
$1.71K Buy
+28
New +$1.71K ﹤0.01% 510