Financial Advisors’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 | $300K | Hold |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $262K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $232K | Hold |
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|
2021
Q1 | $237K | Hold |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Buy |
|