Envestnet Portfolio Solutions’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
$521K Buy
2025
Q2
$421K Buy
2025
Q1
$351K Sell
2024
Q4
$593K Sell
2024
Q3
$667K Buy
2024
Q2
$549K Sell
2024
Q1
$640K Buy
2023
Q4
$577K Buy
2023
Q3
$468K Buy