Halbert Hargrove Global Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.28K Buy
2016
Q1
Sell
2015
Q4
$226K Sell
2015
Q3
$241K Sell
2015
Q2
$565K Buy
2015
Q1
$525K Buy
2014
Q4
$325K Sell
2014
Q3
$311K Sell
2014
Q2
$297K Sell
2014
Q1
$307K Sell
2013
Q4
$348K Buy