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