Boston Financial Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $250K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $222K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $170K | Sell |
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|
2020
Q1 | $193K | Sell |
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|
2019
Q4 | $420K | Sell |
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|
2019
Q3 | $333K | Buy |
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|
2019
Q2 | $281K | Sell |
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|
2019
Q1 | $338K | Sell |
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|
2018
Q4 | $493K | Sell |
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|
2018
Q3 | $893K | Hold |
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|
2018
Q2 | $992K | Sell |
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|
2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $1.12M | Sell |
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|
2017
Q3 | $1.1M | Sell |
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|
2017
Q2 | $1.06M | Sell |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $892K | Sell |
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|
2016
Q2 | $728K | Sell |
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|
2016
Q1 | $808K | Sell |
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|
2015
Q4 | $1.03M | Sell |
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|
2015
Q3 | $1.1M | Sell |
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|
2015
Q2 | $1.27M | Sell |
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|
2015
Q1 | $1.28M | Sell |
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|
2014
Q4 | $1.37M | Hold |
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|
2014
Q3 | $1.29M | Sell |
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|
2014
Q2 | $1.34M | Sell |
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|
2014
Q1 | $2.34M | Buy |
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|
2013
Q4 | $2.31M | Hold |
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|
2013
Q3 | $2.07M | Sell |
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|
2013
Q2 | $2.07M | Buy |
|