Clearstead Trust’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 | $379K | Hold |
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|
2025
Q2 | $347K | Buy |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $224K | Buy |
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|
2024
Q1 | $232K | Buy |
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|
2023
Q4 | $231K | Buy |
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|
2023
Q3 | $198K | Buy |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $174K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4K | Buy |
|