Choate Investment Advisors’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 | $441K | Buy |
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|
2025
Q2 | $398K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $736K | Sell |
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $597K | Buy |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $433K | Hold |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $379K | Sell |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $580K | Sell |
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|
2021
Q3 | $540K | Sell |
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|
2021
Q2 | $582K | Sell |
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|
2021
Q1 | $600K | Sell |
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|
2020
Q4 | $523K | Sell |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $539K | Sell |
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|
2019
Q4 | $810K | Hold |
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|
2019
Q3 | $606K | Buy |
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|
2019
Q2 | $572K | Sell |
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|
2019
Q1 | $678K | Buy |
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|
2018
Q4 | $622K | Sell |
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|
2018
Q3 | $872K | Buy |
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|
2018
Q2 | $931K | Sell |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $1.13M | Sell |
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|
2017
Q2 | $1.08M | Sell |
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|
2017
Q1 | $982K | Sell |
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|
2016
Q4 | $961K | Hold |
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|
2016
Q3 | $861K | Sell |
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|
2016
Q2 | $672K | Sell |
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|
2016
Q1 | $738K | Sell |
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|
2015
Q4 | $1.01M | Sell |
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|
2015
Q3 | $887K | Hold |
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|
2015
Q2 | $1.02M | Buy |
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|
2015
Q1 | $932K | Sell |
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|
2014
Q4 | $1.01M | Sell |
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|
2014
Q3 | $998K | Sell |
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|
2014
Q2 | $1.21M | Sell |
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|
2014
Q1 | $1.27M | Sell |
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|
2013
Q4 | $1.37M | Sell |
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|
2013
Q3 | $1.24M | Sell |
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|
2013
Q2 | $1.43M | Buy |
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