Davidson Trust Company’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 | $284K | Hold |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $240K | Buy |
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|
2023
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $226K | Sell |
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|
2021
Q1 | $244K | Hold |
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|
2020
Q4 | $211K | Sell |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Buy |
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