Cerity Partners’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
21,072
+2,426
| +13% | +$18.9K | ﹤0.01% | 2399 |
|
|
2025
Q1 | $159K | Sell |
18,646
-380
| -2% | -$3.23K | ﹤0.01% | 2254 |
|
|
2024
Q4 | $190K | Sell |
19,026
-1,469
| -7% | -$14.7K | ﹤0.01% | 2245 |
|
|
2024
Q3 | $284K | Buy |
20,495
+430
| +2% | +$5.95K | ﹤0.01% | 2096 |
|
|
2024
Q2 | $242K | Buy |
20,065
+823
| +4% | +$9.93K | ﹤0.01% | 1924 |
|
|
2024
Q1 | $249K | Buy |
19,242
+1,743
| +10% | +$22.5K | ﹤0.01% | 1978 |
|
|
2023
Q4 | $262K | Buy |
+17,499
| New | +$262K | ﹤0.01% | 1585 |
|
|
2023
Q3 | – | Sell |
-17,499
| Closed | -$257K | – | 1680 |
|
|
2023
Q2 | $257K | Buy |
+17,499
| New | +$257K | ﹤0.01% | 1444 |
|