AIA
Allied Investment Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
124,385
+3,257
| +3% | +$346K | 2.31% | 14 |
|
|
2025
Q1 | $10.8M | Buy |
121,128
+3,911
| +3% | +$350K | 2.06% | 23 |
|
|
2024
Q4 | $11.5M | Sell |
117,217
-1,547
| -1% | -$152K | 2.32% | 16 |
|
|
2024
Q3 | $10.5M | Buy |
118,764
+1,486
| +1% | +$131K | 2.08% | 24 |
|
|
2024
Q2 | $8.68M | Buy |
117,278
+1,894
| +2% | +$140K | 2.04% | 27 |
|
|
2024
Q1 | $8.92M | Buy |
115,384
+5,119
| +5% | +$396K | 2.15% | 28 |
|
|
2023
Q4 | $8.54M | Buy |
110,265
+980
| +0.9% | +$75.9K | 2.32% | 22 |
|
|
2023
Q3 | $7.32M | Buy |
109,285
+2,740
| +3% | +$183K | 2.19% | 22 |
|
|
2023
Q2 | $7.8M | Buy |
106,545
+5,690
| +6% | +$416K | 2.26% | 24 |
|
|
2023
Q1 | $7.63M | Buy |
100,855
+2,336
| +2% | +$177K | 2.37% | 22 |
|
|
2022
Q4 | $7.64M | Buy |
98,519
+5,028
| +5% | +$390K | 2.39% | 20 |
|
|
2022
Q3 | $5.69M | Buy |
93,491
+4,966
| +6% | +$302K | 2.12% | 30 |
|
|
2022
Q2 | $5.46M | Buy |
88,525
+7,375
| +9% | +$455K | 1.96% | 31 |
|
|
2022
Q1 | $7.07M | Buy |
81,150
+4,774
| +6% | +$416K | 2.3% | 24 |
|
|
2021
Q4 | $7.1M | Buy |
76,376
+1,699
| +2% | +$158K | 2.43% | 20 |
|
|
2021
Q3 | $6.33M | Buy |
74,677
+1,533
| +2% | +$130K | 2.39% | 22 |
|
|
2021
Q2 | $6.02M | Buy |
73,144
+3,231
| +5% | +$266K | 2.27% | 24 |
|
|
2021
Q1 | $5.87M | Buy |
69,913
+2,096
| +3% | +$176K | 2.52% | 21 |
|
|
2020
Q4 | $4.94M | Buy |
67,817
+694
| +1% | +$50.5K | 2.37% | 21 |
|
|
2020
Q3 | $3.98M | Buy |
67,123
+1,107
| +2% | +$65.7K | 2.14% | 23 |
|
|
2020
Q2 | $4.2M | Buy |
66,016
+3,919
| +6% | +$249K | 2.42% | 24 |
|
|
2020
Q1 | $3.31M | Buy |
62,097
+1,165
| +2% | +$62.1K | 2.39% | 25 |
|
|
2019
Q4 | $4.82M | Buy |
60,932
+1,005
| +2% | +$79.5K | 2.85% | 18 |
|
|
2019
Q3 | $3.55M | Buy |
59,927
+3,970
| +7% | +$235K | 2.28% | 24 |
|
|
2019
Q2 | $3.14M | Buy |
55,957
+670
| +1% | +$37.6K | 2.1% | 26 |
|
|
2019
Q1 | $3.64M | Buy |
55,287
+1,925
| +4% | +$127K | 2.52% | 24 |
|
|
2018
Q4 | $3.37M | Buy |
53,362
+5,255
| +11% | +$331K | 2.78% | 21 |
|
|
2018
Q3 | $4.03M | Buy |
48,107
+1,885
| +4% | +$158K | 2.99% | 17 |
|
|
2018
Q2 | $4.3M | Sell |
46,222
-1,670
| -3% | -$155K | 3.51% | 8 |
|
|
2018
Q1 | $4.78M | Sell |
47,892
-5,360
| -10% | -$535K | 3.93% | 7 |
|
|
2017
Q4 | $5.2M | Buy |
+53,252
| New | +$5.2M | 4.38% | 8 |
|