GeoWealth Management’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.8K Sell
535
-109
-17% -$13.8K ﹤0.01% 892
2025
Q1
$63.5K Sell
644
-698
-52% -$68.9K ﹤0.01% 864
2024
Q4
$138K Sell
1,342
-2
-0.1% -$205 ﹤0.01% 885
2024
Q3
$121K Buy
+1,344
New +$121K ﹤0.01% 852