Financial 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 | $300K | Hold |
2,820
| – | – | 0.06% | 65 |
|
|
2025
Q1 | $252K | Hold |
2,820
| – | – | 0.05% | 73 |
|
|
2024
Q4 | $277K | Hold |
2,820
| – | – | 0.05% | 69 |
|
|
2024
Q3 | $249K | Hold |
2,820
| – | – | 0.05% | 73 |
|
|
2024
Q2 | $209K | Hold |
2,820
| – | – | 0.04% | 71 |
|
|
2024
Q1 | $218K | Hold |
2,820
| – | – | 0.05% | 73 |
|
|
2023
Q4 | $218K | Buy |
+2,820
| New | +$218K | 0.05% | 70 |
|
|
2023
Q3 | – | Sell |
-2,820
| Closed | -$206K | – | 79 |
|
|
2023
Q2 | $206K | Hold |
2,820
| – | – | 0.05% | 75 |
|
|
2023
Q1 | $213K | Hold |
2,820
| – | – | 0.05% | 73 |
|
|
2022
Q4 | $219K | Buy |
+2,820
| New | +$219K | 0.06% | 73 |
|
|
2022
Q2 | – | Sell |
-2,820
| Closed | -$246K | – | 86 |
|
|
2022
Q1 | $246K | Hold |
2,820
| – | – | 0.08% | 72 |
|
|
2021
Q4 | $262K | Hold |
2,820
| – | – | 0.08% | 75 |
|
|
2021
Q3 | $239K | Hold |
2,820
| – | – | 0.08% | 77 |
|
|
2021
Q2 | $232K | Hold |
2,820
| – | – | 0.08% | 78 |
|
|
2021
Q1 | $237K | Hold |
2,820
| – | – | 0.09% | 70 |
|
|
2020
Q4 | $205K | Buy |
+2,820
| New | +$205K | 0.09% | 76 |
|
|
2020
Q1 | – | Sell |
-2,820
| Closed | -$223K | – | 63 |
|
|
2019
Q4 | $223K | Buy |
+2,820
| New | +$223K | 0.13% | 60 |
|