GFPC
Global Financial Private Client’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
17,735
+1,610
| +10% | +$171K | 0.71% | 35 |
|
|
2025
Q1 | $1.44M | Sell |
16,125
-260
| -2% | -$23.3K | 0.55% | 44 |
|
|
2024
Q4 | $1.61M | Buy |
16,385
+2,522
| +18% | +$248K | 0.6% | 40 |
|
|
2024
Q3 | $1.23M | Buy |
13,863
+13,263
| +2,211% | +$1.17M | 0.48% | 50 |
|
|
2024
Q2 | $44.4K | Hold |
600
| – | – | 0.02% | 311 |
|
|
2024
Q1 | $46.4K | Hold |
600
| – | – | 0.02% | 309 |
|
|
2023
Q4 | $46.5K | Hold |
600
| – | – | 0.02% | 305 |
|
|
2023
Q3 | $39.7K | Hold |
600
| – | – | 0.02% | 308 |
|
|
2023
Q2 | $44.6K | Sell |
600
-93
| -13% | -$6.91K | 0.02% | 301 |
|
|
2023
Q1 | $52.3K | Hold |
693
| – | – | 0.03% | 278 |
|
|
2022
Q4 | $53.8K | Buy |
693
+93
| +16% | +$7.21K | 0.03% | 267 |
|
|
2022
Q3 | $37.9K | Hold |
600
| – | – | 0.02% | 294 |
|
|
2022
Q2 | $38K | Hold |
600
| – | – | 0.02% | 285 |
|
|
2022
Q1 | $51.5K | Hold |
600
| – | – | 0.02% | 260 |
|
|
2021
Q4 | $55.8K | Buy |
+600
| New | +$55.8K | 0.03% | 261 |
|