Atria Wealth Solutions’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
15,841
-9,712
| -38% | -$1.03M | 0.04% | 466 |
|
|
2025
Q1 | $2.29M | Buy |
25,553
+4,978
| +24% | +$446K | 0.03% | 579 |
|
|
2024
Q4 | $2.02M | Sell |
20,575
-905
| -4% | -$88.8K | 0.02% | 634 |
|
|
2024
Q3 | $1.9M | Sell |
21,480
-612
| -3% | -$54.1K | 0.02% | 657 |
|
|
2024
Q2 | $1.63M | Sell |
22,092
-1,406
| -6% | -$104K | 0.02% | 696 |
|
|
2024
Q1 | $1.83M | Sell |
23,498
-20,930
| -47% | -$1.63M | 0.02% | 670 |
|
|
2023
Q4 | $3.47M | Sell |
44,428
-2,112
| -5% | -$165K | 0.04% | 414 |
|
|
2023
Q3 | $3.14M | Buy |
46,540
+2,277
| +5% | +$154K | 0.04% | 420 |
|
|
2023
Q2 | $3.26M | Sell |
44,263
-2,719
| -6% | -$200K | 0.04% | 412 |
|
|
2023
Q1 | $3.59M | Buy |
46,982
+2,717
| +6% | +$207K | 0.05% | 356 |
|
|
2022
Q4 | $3.46M | Buy |
44,265
+1,281
| +3% | +$100K | 0.06% | 342 |
|
|
2022
Q3 | $2.64M | Buy |
42,984
+7,517
| +21% | +$461K | 0.05% | 385 |
|
|
2022
Q2 | $2.2M | Sell |
35,467
-3,489
| -9% | -$216K | 0.04% | 394 |
|
|
2022
Q1 | $3.41M | Buy |
+38,956
| New | +$3.41M | 0.06% | 333 |
|