Crestwood Advisors Group’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
Q2 | $2.02M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $5.38M | Sell |
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|
2023
Q4 | $5.73M | Sell |
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|
2023
Q3 | $5.56M | Buy |
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|
2023
Q2 | $5.48M | Sell |
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|
2023
Q1 | $5.71M | Sell |
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|
2022
Q4 | $52.9M | Sell |
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|
2022
Q3 | $41.7M | Buy |
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|
2022
Q2 | $42.3M | Sell |
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|
2022
Q1 | $59.7M | Buy |
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|
2021
Q4 | $63.1M | Buy |
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|
2021
Q3 | $57.4M | Sell |
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|
2021
Q2 | $56.1M | Buy |
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|
2021
Q1 | $55M | Buy |
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|
2020
Q4 | $47.6M | Sell |
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|
2020
Q3 | $43M | Hold |
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|
2020
Q2 | $46.1M | Buy |
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|
2020
Q1 | $38.6M | Sell |
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|
2019
Q4 | $57.5M | Buy |
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|
2019
Q3 | $42.4M | Buy |
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|
2019
Q2 | $39.2M | Buy |
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|
2019
Q1 | $41.7M | Buy |
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|
2018
Q4 | $39.7M | Hold |
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|
2018
Q3 | $52.8M | Buy |
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|
2018
Q2 | $52.2M | Buy |
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|
2018
Q1 | $62.8M | Sell |
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|
2017
Q4 | $61.8M | Hold |
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|
2017
Q3 | $60.5M | Hold |
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|
2017
Q2 | $59M | Sell |
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|
2017
Q1 | $55.7M | Buy |
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|
2016
Q4 | $42.3M | Sell |
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|
2016
Q3 | $39M | Buy |
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|
2016
Q2 | $29.5M | Sell |
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|
2016
Q1 | $32.2M | Sell |
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|
2015
Q4 | $36.6M | Buy |
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|
2015
Q3 | $36.7M | Buy |
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|
2015
Q2 | $42M | Sell |
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|
2015
Q1 | $40.1M | Buy |
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|
2014
Q4 | $42.6M | Sell |
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|
2014
Q3 | $40.6M | Sell |
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|
2014
Q2 | $37.1M | Buy |
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|
2014
Q1 | $38.2M | Sell |
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|
2013
Q4 | $45.2M | Sell |
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|
2013
Q3 | $40.8M | Sell |
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|
2013
Q2 | $42.6M | Buy |
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