Harvest Investment Advisors’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 | $2.09M | Buy |
19,637
+272
| +1% | +$28.9K | 1.34% | 15 |
|
2025
Q1 | $1.73M | Buy |
19,365
+336
| +2% | +$30.1K | 1.25% | 27 |
|
2024
Q4 | $1.87M | Sell |
19,029
-335
| -2% | -$32.9K | 1.29% | 19 |
|
2024
Q3 | $1.71M | Sell |
19,364
-97
| -0.5% | -$8.58K | 1.17% | 28 |
|
2024
Q2 | $1.44M | Sell |
19,461
-113
| -0.6% | -$8.36K | 1.06% | 33 |
|
2024
Q1 | $1.51M | Buy |
19,574
+468
| +2% | +$36.2K | 1.13% | 32 |
|
2023
Q4 | $1.48M | Buy |
19,106
+3
| +0% | +$232 | 1.19% | 29 |
|
2023
Q3 | $1.28M | Buy |
19,103
+107
| +0.6% | +$7.17K | 1.15% | 32 |
|
2023
Q2 | $1.39M | Buy |
18,996
+220
| +1% | +$16.1K | 1.19% | 29 |
|
2023
Q1 | $1.42M | Sell |
18,776
-70
| -0.4% | -$5.3K | 1.26% | 25 |
|
2022
Q4 | $1.46M | Buy |
+18,846
| New | +$1.46M | 1.37% | 22 |
|