AE Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.61M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $678K | Buy |
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|
2023
Q1 | $627K | Buy |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $329K | Sell |
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|
2021
Q2 | $377K | Sell |
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|
2021
Q1 | $387K | Sell |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $395K | Sell |
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|
2020
Q2 | $1.13M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $290K | Buy |
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