Beacon Financial Group’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
Q3 | $244K | Sell |
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|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $599K | Buy |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $677K | Buy |
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|
2021
Q4 | $688K | Buy |
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $562K | Buy |
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|
2021
Q1 | $483K | Hold |
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|
2020
Q4 | $483K | Sell |
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|
2020
Q3 | $370K | Sell |
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|
2020
Q2 | $390K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $271K | Buy |
|