Cornerstone 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 | $284K | Hold |
2,670
| – | – | 0.03% | 194 |
|
|
2025
Q1 | $242K | Buy |
2,670
+10
| +0.4% | +$908 | 0.03% | 202 |
|
|
2024
Q4 | $264K | Buy |
2,660
+93
| +4% | +$9.22K | 0.03% | 201 |
|
|
2024
Q3 | $227K | Buy |
+2,567
| New | +$227K | 0.03% | 203 |
|
|
2022
Q2 | – | Sell |
-2,878
| Closed | -$251K | – | 216 |
|
|
2022
Q1 | $251K | Buy |
2,878
+4
| +0.1% | +$349 | 0.04% | 196 |
|
|
2021
Q4 | $267K | Buy |
+2,874
| New | +$267K | 0.04% | 219 |
|