Choate Investment Advisors’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
16,307
+814
| +5% | +$6.76K | ﹤0.01% | 412 |
|
|
2025
Q1 | $104K | Buy |
15,493
+2,905
| +23% | +$19.5K | ﹤0.01% | 391 |
|
|
2024
Q4 | $57.4K | Buy |
+12,588
| New | +$57.4K | ﹤0.01% | 402 |
|
|
2024
Q1 | – | Sell |
-13,274
| Closed | -$55K | – | 426 |
|
|
2023
Q4 | $55K | Sell |
13,274
-6,080
| -31% | -$25.2K | ﹤0.01% | 376 |
|
|
2023
Q3 | $72.8K | Buy |
+19,354
| New | +$72.8K | ﹤0.01% | 384 |
|