CAPTRUST Financial Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.41M | Sell |
|
|||||
|
2025
Q2 | $2.22M | Buy |
|
|||||
|
2025
Q1 | $1.77M | Buy |
|
|||||
|
2024
Q4 | $1.7M | Sell |
|
|||||
|
2024
Q3 | $1.55M | Sell |
|
|||||
|
2024
Q2 | $1.46M | Buy |
|
|||||
|
2024
Q1 | $1.39M | Sell |
|
|||||
|
2023
Q4 | $1.99M | Sell |
|
|||||
|
2023
Q3 | $1.82M | Sell |
|
|||||
|
2023
Q2 | $2.06M | Buy |
|
|||||
|
2023
Q1 | $1.78M | Buy |
|
|||||
|
2022
Q4 | $1.8M | Sell |
|
|||||
|
2022
Q3 | $1.59M | Buy |
|
|||||
|
2022
Q2 | $1.49M | Buy |
|
|||||
|
2022
Q1 | $1.77M | Buy |
|
|||||
|
2021
Q4 | $1.47M | Buy |
|
|||||
|
2021
Q3 | $774K | Buy |
|
|||||
|
2021
Q2 | $661K | Buy |
|
|||||
|
2021
Q1 | $658K | Buy |
|
|||||
|
2020
Q4 | $196K | Sell |
|
|||||
|
2020
Q3 | $170K | Buy |
|
|||||
|
2020
Q2 | $131K | Buy |
|
|||||
|
2020
Q1 | $101K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $85K | Sell |
|
|||||
|
2019
Q2 | $114K | Sell |
|
|||||
|
2019
Q1 | $137K | Buy |
|
|||||
|
2018
Q4 | $125K | Sell |
|
|||||
|
2018
Q3 | $292K | Buy |
|
|||||
|
2018
Q2 | $5K | Sell |
|
|||||
|
2018
Q1 | $9K | Buy |
|
|||||
|
2017
Q4 | $2K | Buy |
|