Atlas Capital Advisors’s State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D STT.PRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$25K Hold
2023
Q3
$25.1K Hold
2023
Q2
$25.4K Hold
2023
Q1
$23.3K Buy
2022
Q4
$19.3K Hold
2022
Q3
$20K Buy