Beacon Investment Advisory Services’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
Q4 | – | Sell |
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|
2025
Q3 | $223K | Hold |
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|
2025
Q2 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $569K | Sell |
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $615K | Hold |
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|
2022
Q2 | $624K | Hold |
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|
2022
Q1 | $882K | Sell |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $2.31M | Sell |
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|
2021
Q2 | $2.7M | Sell |
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|
2021
Q1 | $3.03M | Sell |
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|
2020
Q4 | $2.72M | Sell |
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|
2020
Q3 | $2.5M | Sell |
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|
2020
Q2 | $3.17M | Sell |
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|
2020
Q1 | $2.74M | Sell |
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|
2019
Q4 | $4.43M | Buy |
|