Avantax Advisory Services’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 | $1.47M | Buy |
13,779
+2,002
| +17% | +$213K | 0.01% | 951 |
|
|
2025
Q1 | $1.05M | Buy |
11,777
+469
| +4% | +$42K | 0.01% | 1055 |
|
|
2024
Q4 | $1.11M | Buy |
11,308
+5,897
| +109% | +$579K | 0.01% | 991 |
|
|
2024
Q3 | $479K | Buy |
5,411
+1,827
| +51% | +$162K | ﹤0.01% | 1439 |
|
|
2024
Q2 | $265K | Buy |
+3,584
| New | +$265K | ﹤0.01% | 1777 |
|