Dogwood Wealth Management’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
$2.08K Buy
19
+15
+375% +$1.64K ﹤0.01% 559
2025
Q1
$358 Buy
+4
New +$358 ﹤0.01% 484
2024
Q4
Hold
0
-$4 596
2024
Q3
Hold
0
-$3 372
2024
Q2
Hold
0
-$3 443
2024
Q1
Hold
0
-$5 437
2023
Q4
Hold
0
399