Continuum Advisory’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
Sell
-27
Closed -$2.42K 1423
2025
Q1
$2.42K Sell
27
-234
-90% -$20.9K ﹤0.01% 1289
2024
Q4
$25.6K Sell
261
-16
-6% -$1.57K ﹤0.01% 800
2024
Q3
$26.1K Sell
277
-68
-20% -$6.4K ﹤0.01% 795
2024
Q2
$25.5K Buy
345
+6
+2% +$444 ﹤0.01% 749
2024
Q1
$25.9K Buy
+339
New +$25.9K ﹤0.01% 736