Bell Investment 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 | $16.7K | Buy |
157
+49
| +45% | +$5.21K | ﹤0.01% | 477 |
|
|
2025
Q1 | $9.67K | Hold |
108
| – | – | ﹤0.01% | 620 |
|
|
2024
Q4 | $10.6K | Buy |
108
+6
| +6% | +$589 | ﹤0.01% | 581 |
|
|
2024
Q3 | $9.02K | Sell |
102
-2
| -2% | -$177 | ﹤0.01% | 663 |
|
|
2024
Q2 | $7.7K | Hold |
104
| – | – | ﹤0.01% | 717 |
|
|
2024
Q1 | $8.04K | Sell |
104
-7
| -6% | -$541 | ﹤0.01% | 677 |
|
|
2023
Q4 | $8.6K | Sell |
111
-30
| -21% | -$2.32K | ﹤0.01% | 621 |
|
|
2023
Q3 | $9.44K | Buy |
141
+31
| +28% | +$2.08K | ﹤0.01% | 532 |
|
|
2023
Q2 | $8.05K | Hold |
110
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $8.33K | Buy |
110
+11
| +11% | +$833 | ﹤0.01% | 551 |
|
|
2022
Q4 | $7.68K | Buy |
99
+7
| +8% | +$543 | ﹤0.01% | 591 |
|
|
2022
Q3 | $6K | Buy |
92
+2
| +2% | +$130 | ﹤0.01% | 617 |
|
|
2022
Q2 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 651 |
|
|
2021
Q4 | $5K | Hold |
57
| – | – | ﹤0.01% | 800 |
|
|
2021
Q3 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 738 |
|