Callan Family Office’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 | $5.29M | Buy |
49,715
+22,309
| +81% | +$2.37M | 0.17% | 142 |
|
|
2025
Q1 | $2.45M | Buy |
27,406
+16,172
| +144% | +$1.45M | 0.18% | 114 |
|
|
2024
Q4 | $1.1M | Buy |
11,234
+8,490
| +309% | +$833K | 0.07% | 232 |
|
|
2024
Q3 | $243K | Buy |
+2,744
| New | +$243K | 0.04% | 159 |
|
|
2023
Q2 | – | Sell |
-6,308
| Closed | -$477K | – | 151 |
|
|
2023
Q1 | $477K | Buy |
+6,308
| New | +$477K | 0.12% | 97 |
|