Fortis Group Advisors’s State Street STT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.15K Hold
39
﹤0.01% 404
2025
Q1
$3.49K Hold
39
﹤0.01% 382
2024
Q4
$3.83K Hold
39
﹤0.01% 384
2024
Q3
$3.45K Hold
39
﹤0.01% 383
2024
Q2
$2.89K Hold
39
﹤0.01% 392
2024
Q1
$3.02K Sell
39
-39
-50% -$3.02K ﹤0.01% 414
2023
Q4
$6.04K Buy
78
+39
+100% +$3.02K ﹤0.01% 345
2023
Q3
$2.61K Buy
+39
New +$2.61K ﹤0.01% 346
2020
Q3
$2K Buy
+39
New +$2K ﹤0.01% 405