Cyndeo Wealth Partners’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Sell
3,130
-45
-1% -$5.71K 0.02% 332
2025
Q1
$313K Buy
3,175
+74
+2% +$7.3K 0.02% 360
2024
Q4
$318K Sell
3,101
-7
-0.2% -$718 0.02% 359
2024
Q3
$280K Buy
3,108
+92
+3% +$8.28K 0.02% 382
2024
Q2
$253K Sell
3,016
-7
-0.2% -$588 0.02% 352
2024
Q1
$269K Sell
3,023
-5
-0.2% -$445 0.02% 334
2023
Q4
$256K Buy
3,028
+7
+0.2% +$591 0.02% 322
2023
Q3
$210K Buy
3,021
+5
+0.2% +$347 0.02% 320
2023
Q2
$224K Hold
3,016
0.02% 302
2023
Q1
$266K Sell
3,016
-45
-1% -$3.97K 0.03% 278
2022
Q4
$271K Buy
+3,061
New +$271K 0.03% 267