Forum Financial Management’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 | $474K | Sell |
4,461
-22
| -0.5% | -$2.34K | 0.01% | 437 |
|
|
2025
Q1 | $401K | Hold |
4,483
| – | – | 0.01% | 453 |
|
|
2024
Q4 | $440K | Buy |
4,483
+232
| +5% | +$22.8K | 0.01% | 430 |
|
|
2024
Q3 | $376K | Sell |
4,251
-6
| -0.1% | -$531 | 0.01% | 419 |
|
|
2024
Q2 | $315K | Buy |
4,257
+9
| +0.2% | +$666 | 0.01% | 457 |
|
|
2024
Q1 | $328K | Sell |
4,248
-383
| -8% | -$29.6K | 0.01% | 461 |
|
|
2023
Q4 | $359K | Sell |
4,631
-508
| -10% | -$39.4K | 0.01% | 386 |
|
|
2023
Q3 | $344K | Hold |
5,139
| – | – | 0.01% | 377 |
|
|
2023
Q2 | $376K | Sell |
5,139
-3
| -0.1% | -$220 | 0.01% | 366 |
|
|
2023
Q1 | $389K | Buy |
5,142
+3
| +0.1% | +$227 | 0.01% | 322 |
|
|
2022
Q4 | $399K | Buy |
5,139
+285
| +6% | +$22.1K | 0.01% | 309 |
|
|
2022
Q3 | $295K | Hold |
4,854
| – | – | 0.01% | 352 |
|
|
2022
Q2 | $299K | Buy |
4,854
+223
| +5% | +$13.7K | 0.02% | 357 |
|
|
2022
Q1 | $403K | Hold |
4,631
| – | – | 0.02% | 295 |
|
|
2021
Q4 | $431K | Buy |
+4,631
| New | +$431K | 0.02% | 283 |
|