Creative Planning’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.43M | Buy |
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|
2025
Q2 | $3.37M | Buy |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $2.32M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1,000K | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $515K | Sell |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $840K | Buy |
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|
2021
Q3 | $763K | Buy |
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|
2021
Q2 | $638K | Sell |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $400K | Sell |
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|
2020
Q2 | $438K | Sell |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $583K | Sell |
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|
2019
Q3 | $587K | Sell |
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|
2019
Q2 | $773K | Sell |
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|
2019
Q1 | $922K | Sell |
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|
2018
Q4 | $889K | Buy |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $1.21M | Buy |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $1.04M | Buy |
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|
2017
Q2 | $862K | Sell |
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|
2017
Q1 | $1.01M | Buy |
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|
2016
Q4 | $896K | Sell |
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|
2016
Q3 | $803K | Buy |
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|
2016
Q2 | $327K | Sell |
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|
2016
Q1 | $451K | Buy |
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|
2015
Q4 | $487K | Sell |
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|
2015
Q3 | $577K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $544K | Buy |
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|
2014
Q4 | $514K | Buy |
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|
2014
Q3 | $422K | Buy |
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|
2014
Q2 | $113K | Buy |
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|
2014
Q1 | $116K | Sell |
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|
2013
Q4 | $147K | Buy |
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|
2013
Q3 | $108K | Hold |
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|
2013
Q2 | $108K | Buy |
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