IFG Advisory’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
Q3
$1.71M Sell
2025
Q2
$1.64M Sell
2025
Q1
$1.38M Hold
2024
Q4
$1.52M Sell
2024
Q3
$1.37M Sell
2024
Q2
$1.17M Buy
2024
Q1
$1.11M Buy
2023
Q4
$970K Buy
2023
Q3
$800K Buy
2023
Q2
Sell
2023
Q1
$564K Sell
2022
Q4
$583K Buy
2022
Q3
$453K Sell
2022
Q2
$483K Buy
2022
Q1
$674K Sell
2021
Q4
$801K Hold
2021
Q3
$730K Hold
2021
Q2
$709K Sell
2021
Q1
$737K Buy
2020
Q4
$410K Buy