Cornerstone Planning Group’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	$6.49K	Buy	59 +15	+34%	+$1.65K	﹤0.01%	664
2025 Q1	$3.76K	Buy	44 +20	+83%	+$1.71K	﹤0.01%	809
2024 Q4	$2.41K	Hold	24	–	–	﹤0.01%	744
2024 Q3	$2.23K	Buy	24 +5	+26%	+$464	﹤0.01%	745
2024 Q2	$1.47K	Buy	+19	New	+$1.47K	﹤0.01%	853