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
Q4
Sell
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