Farther Finance Advisors’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
$1.6M Buy
15,027
+12,175
+427% +$1.29M 0.03% 431
2025
Q1
$253K Sell
2,852
-566
-17% -$50.3K 0.01% 1125
2024
Q4
$335K Buy
3,418
+19
+0.6% +$1.87K 0.01% 759
2024
Q3
$301K Buy
3,399
+1,656
+95% +$147K 0.01% 825
2024
Q2
$128K Sell
1,743
-27
-2% -$1.99K 0.01% 1024
2024
Q1
$137K Buy
1,770
+31
+2% +$2.4K 0.01% 836
2023
Q4
$135K Buy
1,739
+640
+58% +$49.6K 0.01% 690
2023
Q3
$73.6K Buy
1,099
+673
+158% +$45.1K 0.01% 661
2023
Q2
$31.2K Sell
426
-13
-3% -$951 0.01% 844
2023
Q1
$33.2K Buy
439
+3
+0.7% +$227 0.01% 734
2022
Q4
$33.8K Buy
+436
New +$33.8K 0.01% 583