Beaumont Financial Advisors’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 | $360K | Sell |
3,382
-18
| -0.5% | -$1.91K | 0.03% | 267 |
|
|
2025
Q1 | $304K | Buy |
3,400
+18
| +0.5% | +$1.61K | 0.02% | 287 |
|
|
2024
Q4 | $332K | Buy |
3,382
+3
| +0.1% | +$294 | 0.02% | 276 |
|
|
2024
Q3 | $299K | Hold |
3,379
| – | – | 0.02% | 276 |
|
|
2024
Q2 | $250K | Buy |
3,379
+53
| +2% | +$3.92K | 0.02% | 303 |
|
|
2024
Q1 | $257K | Hold |
3,326
| – | – | 0.02% | 302 |
|
|
2023
Q4 | $258K | Sell |
3,326
-33
| -1% | -$2.56K | 0.02% | 289 |
|
|
2023
Q3 | $225K | Sell |
3,359
-18
| -0.5% | -$1.21K | 0.02% | 294 |
|
|
2023
Q2 | $247K | Buy |
3,377
+17
| +0.5% | +$1.24K | 0.02% | 296 |
|
|
2023
Q1 | $254K | Sell |
3,360
-100
| -3% | -$7.57K | 0.03% | 272 |
|
|
2022
Q4 | $268K | Sell |
3,460
-36
| -1% | -$2.79K | 0.03% | 271 |
|
|
2022
Q3 | $213K | Sell |
3,496
-7
| -0.2% | -$426 | 0.02% | 287 |
|
|
2022
Q2 | $216K | Buy |
3,503
+4
| +0.1% | +$247 | 0.02% | 285 |
|
|
2022
Q1 | $304K | Buy |
+3,499
| New | +$304K | 0.02% | 277 |
|
|
2014
Q1 | – | Sell |
-3,358
| Closed | -$246K | – | 152 |
|
|
2013
Q4 | $246K | Hold |
3,358
| – | – | 0.02% | 130 |
|
|
2013
Q3 | $221K | Buy |
3,358
+141
| +4% | +$9.28K | 0.02% | 135 |
|
|
2013
Q2 | $210K | Buy |
+3,217
| New | +$210K | 0.02% | 142 |
|