CWS
Confluence Wealth Services’s S&T Bancorp STBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Hold |
31,271
| – | – | 0.06% | 157 |
|
|
2025
Q1 | $1.13M | Buy |
31,271
+465
| +2% | +$16.8K | 0.07% | 140 |
|
|
2024
Q4 | $1.15M | Buy |
30,806
+17,850
| +138% | +$664K | 0.07% | 136 |
|
|
2024
Q3 | $544K | Hold |
12,956
| – | – | 0.04% | 208 |
|
|
2024
Q2 | $433K | Sell |
12,956
-4,727
| -27% | -$158K | 0.03% | 241 |
|
|
2024
Q1 | $877K | Buy |
17,683
+4,727
| +36% | +$234K | 0.08% | 144 |
|
|
2023
Q4 | $433K | Hold |
12,956
| – | – | 0.05% | 203 |
|
|
2023
Q3 | $351K | Sell |
12,956
-534
| -4% | -$14.5K | 0.07% | 191 |
|
|
2023
Q2 | $367K | Hold |
13,490
| – | – | 0.08% | 196 |
|
|
2023
Q1 | $424K | Sell |
13,490
-209,000
| -94% | -$6.57M | 0.1% | 158 |
|
|
2022
Q4 | $7.6M | Buy |
+222,490
| New | +$7.6M | 1.98% | 11 |
|
|
2022
Q1 | – | Sell |
-2,990
| Closed | -$94K | – | 1033 |
|
|
2021
Q4 | $94K | Buy |
+2,990
| New | +$94K | 0.03% | 347 |
|