IFP Advisors’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 | $122K | Buy |
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|
2025
Q2 | $121K | Sell |
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|
2025
Q1 | $55.8K | Sell |
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|
2024
Q4 | $63.8K | Sell |
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|
2024
Q3 | $63K | Buy |
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|
2024
Q2 | $50.7K | Buy |
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|
2024
Q1 | $36.6K | Buy |
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|
2023
Q4 | $35.3K | Sell |
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|
2023
Q3 | $52K | Buy |
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|
2023
Q2 | $53.6K | Buy |
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|
2023
Q1 | $58.8K | Sell |
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|
2022
Q4 | $188K | Sell |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $155K | Buy |
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|
2021
Q4 | $28K | Sell |
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|
2021
Q3 | $29K | Buy |
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|
2021
Q2 | $25K | Sell |
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|
2021
Q1 | $33K | Sell |
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|
2020
Q4 | $47K | Buy |
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|
2020
Q3 | $40K | Buy |
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|
2020
Q2 | $37K | Sell |
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|
2020
Q1 | $32K | Buy |
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|
2019
Q4 | $31K | Sell |
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|
2019
Q3 | $41K | Buy |
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|
2019
Q1 | $45K | Sell |
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|
2018
Q4 | $255K | Sell |
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|
2018
Q3 | $426K | Buy |
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|
2018
Q2 | $391K | Buy |
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|
2018
Q1 | $280K | Hold |
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|
2017
Q4 | $280K | Buy |
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|
2017
Q3 | $254K | Buy |
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|
2017
Q2 | $232K | Buy |
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|
2017
Q1 | $189K | Buy |
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|
2016
Q4 | $132K | Sell |
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|
2016
Q3 | $154K | Sell |
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|
2016
Q2 | $268K | Buy |
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|
2016
Q1 | $45K | Sell |
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|
2015
Q4 | $335K | Buy |
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