Chicago Partners Investment Group’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
$625K Buy
2025
Q2
$390K Buy
2025
Q1
$208K Buy
2018
Q4
Sell
2018
Q3
$37K Buy
2018
Q2
$48K Buy
2018
Q1
$30K Buy
2017
Q4
$25K Buy
2017
Q3
$24K Sell
2017
Q2
$39K Buy