Atlas Capital Advisors’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
Q2 | $4.25K | Hold |
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|
2025
Q1 | $3.58K | Hold |
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|
2024
Q4 | $3.93K | Hold |
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|
2024
Q3 | $3.54K | Hold |
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|
2024
Q2 | $2.96K | Hold |
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|
2024
Q1 | $3.09K | Hold |
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|
2023
Q4 | $3.1K | Hold |
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|
2023
Q3 | $2.68K | Hold |
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|
2023
Q2 | $2.93K | Sell |
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|
2023
Q1 | $14.8K | Hold |
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|
2022
Q4 | $15.1K | Buy |
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|
2022
Q3 | $2.43K | Sell |
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|
2022
Q2 | $8.63K | Hold |
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|
2022
Q1 | $12.2K | Hold |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $11.9K | Hold |
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|
2021
Q2 | $11.5K | Buy |
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|
2021
Q1 | $8.4K | Sell |
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|
2020
Q4 | $110K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $128K | Sell |
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|
2020
Q1 | $175K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $30.7K | Sell |
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|
2018
Q1 | $96K | Buy |
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