Aptus Capital Advisors’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 | $282K | Buy |
2,652
+398
| +18% | +$42.3K | ﹤0.01% | 832 |
|
2025
Q1 | $202K | Buy |
2,254
+35
| +2% | +$3.13K | ﹤0.01% | 890 |
|
2024
Q4 | $218K | Buy |
+2,219
| New | +$218K | ﹤0.01% | 864 |
|
2019
Q4 | – | Sell |
-47,200
| Closed | -$2.79M | – | 508 |
|
2019
Q3 | $2.79M | Buy |
+47,200
| New | +$2.79M | 0.16% | 53 |
|