CVA Family Office’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 | $59.6K | Buy |
560
+176
| +46% | +$18.7K | 0.01% | 512 |
|
|
2025
Q1 | $34.4K | Sell |
384
-81
| -17% | -$7.25K | 0.01% | 584 |
|
|
2024
Q4 | $45.6K | Buy |
465
+87
| +23% | +$8.54K | 0.01% | 536 |
|
|
2024
Q3 | $33.4K | Buy |
378
+16
| +4% | +$1.42K | 0.01% | 574 |
|
|
2024
Q2 | $26.8K | Hold |
362
| – | – | ﹤0.01% | 596 |
|
|
2024
Q1 | $28K | Buy |
362
+7
| +2% | +$541 | 0.01% | 587 |
|
|
2023
Q4 | $27.5K | Buy |
+355
| New | +$27.5K | 0.01% | 570 |
|
|
2023
Q3 | – | Sell |
-775
| Closed | -$56.7K | – | 849 |
|
|
2023
Q2 | $56.7K | Sell |
775
-40
| -5% | -$2.93K | 0.01% | 423 |
|
|
2023
Q1 | $61.7K | Buy |
815
+10
| +1% | +$757 | 0.01% | 399 |
|
|
2022
Q4 | $62.4K | Sell |
805
-115
| -13% | -$8.92K | 0.02% | 373 |
|
|
2022
Q3 | $56K | Buy |
920
+130
| +16% | +$7.91K | 0.02% | 340 |
|
|
2022
Q2 | $49K | Sell |
790
-105
| -12% | -$6.51K | 0.01% | 375 |
|
|
2022
Q1 | $78K | Buy |
895
+485
| +118% | +$42.3K | 0.02% | 306 |
|
|
2021
Q4 | $38K | Buy |
410
+293
| +250% | +$27.2K | 0.01% | 412 |
|
|
2021
Q3 | $7K | Sell |
117
-328
| -74% | -$19.6K | 0.01% | 313 |
|
|
2021
Q2 | $37K | Buy |
445
+60
| +16% | +$4.99K | 0.01% | 406 |
|
|
2021
Q1 | $32K | Buy |
+385
| New | +$32K | 0.01% | 333 |
|
|
2020
Q4 | – | Sell |
-117
| Closed | -$7K | – | 379 |
|
|
2020
Q3 | $7K | Hold |
117
| – | – | 0.01% | 313 |
|
|
2020
Q2 | $7K | Hold |
117
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $6K | Buy |
+117
| New | +$6K | 0.01% | 269 |
|