Cornerstone Advisory’s State Street STT Stock Holding History

Cornerstone Advisory’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$314K	Buy
2025 Q2	$284K	Hold
2025 Q1	$242K	Buy
2024 Q4	$264K	Buy
2024 Q3	$227K	Buy
2022 Q2	–	Sell
2022 Q1	$251K	Buy
2021 Q4	$267K	Buy