HB Wealth Management’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 | $898K | Buy |
8,447
+22
| +0.3% | +$2.34K | 0.01% | 550 |
|
|
2025
Q1 | $754K | Buy |
8,425
+2,944
| +54% | +$264K | 0.01% | 612 |
|
|
2024
Q4 | $538K | Buy |
5,481
+401
| +8% | +$39.4K | 0.01% | 593 |
|
|
2024
Q3 | $449K | Buy |
5,080
+374
| +8% | +$33.1K | ﹤0.01% | 615 |
|
|
2024
Q2 | $348K | Buy |
4,706
+397
| +9% | +$29.4K | ﹤0.01% | 651 |
|
|
2024
Q1 | $333K | Buy |
4,309
+140
| +3% | +$10.8K | ﹤0.01% | 626 |
|
|
2023
Q4 | $323K | Buy |
4,169
+779
| +23% | +$60.3K | ﹤0.01% | 588 |
|
|
2023
Q3 | $227K | Buy |
3,390
+181
| +6% | +$12.1K | ﹤0.01% | 664 |
|
|
2023
Q2 | $235K | Buy |
3,209
+251
| +8% | +$18.4K | ﹤0.01% | 622 |
|
|
2023
Q1 | $224K | Sell |
2,958
-279
| -9% | -$21.1K | ﹤0.01% | 643 |
|
|
2022
Q4 | $251K | Buy |
+3,237
| New | +$251K | ﹤0.01% | 574 |
|