First Heartland Consultants’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 | $363K | Buy |
3,414
+492
| +17% | +$52.3K | 0.03% | 339 |
|
|
2025
Q1 | $262K | Buy |
+2,922
| New | +$262K | 0.03% | 372 |
|
|
2023
Q2 | – | Sell |
-7,135
| Closed | -$540K | – | 399 |
|
|
2023
Q1 | $540K | Buy |
7,135
+1,074
| +18% | +$81.3K | 0.08% | 186 |
|
|
2022
Q4 | $470K | Sell |
6,061
-3,297
| -35% | -$256K | 0.08% | 203 |
|
|
2022
Q3 | $569 | Buy |
9,358
+283
| +3% | +$17 | 0.05% | 171 |
|
|
2022
Q2 | $559K | Buy |
+9,075
| New | +$559K | 0.09% | 176 |
|