Bruce G. Allen Investments’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 | $36.5K | Hold |
343
| – | – | 0.03% | 302 |
|
|
2025
Q1 | $30.7K | Sell |
343
-32
| -9% | -$2.87K | 0.02% | 323 |
|
|
2024
Q4 | $36.8K | Sell |
375
-4
| -1% | -$393 | 0.03% | 301 |
|
|
2024
Q3 | $33.5K | Hold |
379
| – | – | 0.03% | 324 |
|
|
2024
Q2 | $28K | Hold |
379
| – | – | 0.02% | 333 |
|
|
2024
Q1 | $29.3K | Sell |
379
-280
| -42% | -$21.6K | 0.02% | 331 |
|
|
2023
Q4 | $51K | Buy |
+659
| New | +$51K | 0.05% | 224 |
|