D.J. St. Germain’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 | $333K | Hold |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $282K | Buy |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $199K | Hold |
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|
2024
Q1 | $208K | Hold |
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|
2023
Q4 | $208K | Hold |
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|
2023
Q3 | $180K | Hold |
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|
2023
Q2 | $197K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $298K | Sell |
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|
2021
Q2 | $324K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $410K | Sell |
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|
2020
Q1 | $371K | Buy |
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|
2019
Q4 | $455K | Hold |
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|
2019
Q3 | $340K | Sell |
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|
2019
Q2 | $356K | Hold |
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|
2019
Q1 | $418K | Hold |
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|
2018
Q4 | $401K | Buy |
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|
2018
Q3 | $386K | Buy |
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|
2018
Q2 | $372K | Hold |
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|
2018
Q1 | $399K | Sell |
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|
2017
Q4 | $1.27M | Sell |
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|
2017
Q3 | $1.29M | Sell |
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|
2017
Q2 | $1.32M | Sell |
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|
2017
Q1 | $1.17M | Buy |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $928K | Buy |
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|
2016
Q2 | $709K | Buy |
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|
2016
Q1 | $736K | Buy |
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|
2015
Q4 | $721K | Buy |
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|
2015
Q3 | $394K | Buy |
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|
2015
Q2 | $393K | Hold |
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|
2015
Q1 | $375K | Hold |
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|
2014
Q4 | $400K | Hold |
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|
2014
Q3 | $375K | Hold |
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|
2014
Q2 | $343K | Hold |
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|
2014
Q1 | $355K | Hold |
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|
2013
Q4 | $374K | Sell |
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|
2013
Q3 | $362K | Hold |
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|
2013
Q2 | $359K | Buy |
|