Essex Financial Services’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
Q2 | $318K | Sell |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $242K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Buy |
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|
2021
Q4 | $215K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $245K | Hold |
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|
2017
Q3 | $240K | Buy |
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|
2017
Q2 | $221K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $227K | Hold |
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|
2015
Q2 | $260K | Hold |
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|
2015
Q1 | $248K | Sell |
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|
2014
Q4 | $312K | Buy |
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|
2014
Q3 | $283K | Hold |
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|
2014
Q2 | $258K | Buy |
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|
2014
Q1 | $204K | Hold |
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|
2013
Q4 | $216K | Buy |
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