Focus Partners Wealth’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 | $5.27M | Buy |
49,582
+3,863
| +8% | +$411K | 0.01% | 656 |
|
|
2025
Q1 | $4.09M | Sell |
45,719
-1,065
| -2% | -$95.4K | 0.01% | 678 |
|
|
2024
Q4 | $4.59M | Buy |
46,784
+37,117
| +384% | +$3.64M | 0.01% | 627 |
|
|
2024
Q3 | $855K | Sell |
9,667
-79,157
| -89% | -$7M | ﹤0.01% | 974 |
|
|
2024
Q2 | $6.79M | Buy |
88,824
+46,160
| +108% | +$3.53M | 0.02% | 440 |
|
|
2024
Q1 | $3.3M | Buy |
42,664
+37,488
| +724% | +$2.9M | 0.03% | 407 |
|
|
2023
Q4 | $401K | Buy |
+5,176
| New | +$401K | 0.01% | 616 |
|