Center for Financial Planning’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 | $85.1K | Hold |
800
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $71.6K | Hold |
800
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $78.5K | Hold |
800
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $70.8K | Hold |
800
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $59.2K | Hold |
800
| – | – | 0.01% | 216 |
|
|
2024
Q1 | $61.9K | Hold |
800
| – | – | 0.01% | 216 |
|
|
2023
Q4 | $62K | Hold |
800
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $53.6K | Hold |
800
| – | – | 0.01% | 208 |
|
|
2023
Q2 | $58.5K | Hold |
800
| – | – | 0.01% | 206 |
|
|
2023
Q1 | $60.6K | Hold |
800
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $62.1K | Hold |
800
| – | – | 0.02% | 199 |
|
|
2022
Q3 | $49K | Hold |
800
| – | – | 0.01% | 211 |
|
|
2022
Q2 | $49K | Hold |
800
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $70K | Hold |
800
| – | – | 0.01% | 203 |
|
|
2021
Q4 | $74K | Hold |
800
| – | – | 0.02% | 195 |
|
|
2021
Q3 | $68K | Buy |
+800
| New | +$68K | 0.02% | 191 |
|