HHM Wealth 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
$12.1K Sell
114
-1
-0.9% -$106 ﹤0.01% 581
2025
Q1
$10.3K Sell
115
-1
-0.9% -$90 ﹤0.01% 585
2024
Q4
$11.4K Buy
116
+2
+2% +$196 ﹤0.01% 572
2024
Q3
$10.1K Hold
114
﹤0.01% 561
2024
Q2
$8.44K Hold
114
﹤0.01% 575
2024
Q1
$8.82K Hold
114
﹤0.01% 540
2023
Q4
$8.83K Hold
114
﹤0.01% 533
2023
Q3
$7.63K Hold
114
﹤0.01% 555
2023
Q2
$8.34K Hold
114
﹤0.01% 566
2023
Q1
$8.63K Buy
+114
New +$8.63K ﹤0.01% 549