Freedom Investment 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 | $338K | Sell |
3,174
-517
| -14% | -$55K | 0.03% | 560 |
|
|
2025
Q1 | $330K | Buy |
+3,691
| New | +$330K | 0.03% | 560 |
|
|
2018
Q3 | – | Sell |
-12,898
| Closed | -$1.2M | – | 972 |
|
|
2018
Q2 | $1.2M | Sell |
12,898
-2,176
| -14% | -$203K | 0.07% | 295 |
|
|
2018
Q1 | $1.5M | Sell |
15,074
-764
| -5% | -$76.2K | 0.08% | 248 |
|
|
2017
Q4 | $1.55M | Buy |
15,838
+4,775
| +43% | +$466K | 0.08% | 219 |
|
|
2017
Q3 | $1.06M | Buy |
+11,063
| New | +$1.06M | 0.06% | 317 |
|
|
2017
Q2 | – | Sell |
-3,138
| Closed | -$250K | – | 1123 |
|
|
2017
Q1 | $250K | Buy |
+3,138
| New | +$250K | 0.01% | 854 |
|