Beacon Pointe Advisors’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 | $384K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $212K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $3.25M | Buy |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $699K | Buy |
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|
2021
Q1 | $280K | Buy |
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