Chicago Partners Investment Group’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 | $390K | Buy |
3,525
+1,253
| +55% | +$139K | 0.01% | 711 |
|
|
2025
Q1 | $208K | Buy |
+2,272
| New | +$208K | 0.01% | 853 |
|
|
2018
Q4 | – | Sell |
-550
| Closed | -$37K | – | 838 |
|
|
2018
Q3 | $37K | Buy |
550
+29
| +6% | +$1.95K | 0.01% | 571 |
|
|
2018
Q2 | $48K | Buy |
521
+221
| +74% | +$20.4K | 0.01% | 493 |
|
|
2018
Q1 | $30K | Buy |
300
+48
| +19% | +$4.8K | 0.01% | 544 |
|
|
2017
Q4 | $25K | Buy |
252
+5
| +2% | +$496 | ﹤0.01% | 574 |
|
|
2017
Q3 | $24K | Sell |
247
-225
| -48% | -$21.9K | ﹤0.01% | 587 |
|
|
2017
Q2 | $39K | Buy |
+472
| New | +$39K | 0.01% | 421 |
|