IFP Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
263
-361
| -58% | -$166K | ﹤0.01% | 1533 |
|
|
2025
Q1 | $55.8K | Sell |
624
-26
| -4% | -$2.33K | ﹤0.01% | 1846 |
|
|
2024
Q4 | $63.8K | Sell |
650
-63
| -9% | -$6.18K | ﹤0.01% | 1703 |
|
|
2024
Q3 | $63.1K | Buy |
713
+27
| +4% | +$2.39K | ﹤0.01% | 1621 |
|
|
2024
Q2 | $50.7K | Buy |
686
+213
| +45% | +$15.8K | ﹤0.01% | 1676 |
|
|
2024
Q1 | $36.6K | Buy |
473
+18
| +4% | +$1.39K | ﹤0.01% | 1702 |
|
|
2023
Q4 | $35.3K | Sell |
455
-321
| -41% | -$24.9K | ﹤0.01% | 1688 |
|
|
2023
Q3 | $52K | Buy |
776
+43
| +6% | +$2.88K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $53.6K | Buy |
733
+146
| +25% | +$10.7K | ﹤0.01% | 1571 |
|
|
2023
Q1 | $58.8K | Sell |
587
-1,310
| -69% | -$131K | ﹤0.01% | 1499 |
|
|
2022
Q4 | $188K | Sell |
1,897
-215
| -10% | -$21.3K | 0.01% | 1391 |
|
|
2022
Q3 | $210K | Buy |
2,112
+604
| +40% | +$60.1K | 0.01% | 1375 |
|
|
2022
Q2 | $155K | Hold |
1,508
| – | – | 0.01% | 1433 |
|
|
2022
Q1 | $155K | Buy |
1,508
+1,237
| +456% | +$127K | 0.01% | 1433 |
|
|
2021
Q4 | $28K | Sell |
271
-67
| -20% | -$6.92K | ﹤0.01% | 1773 |
|
|
2021
Q3 | $29K | Buy |
338
+17
| +5% | +$1.46K | ﹤0.01% | 1775 |
|
|
2021
Q2 | $25K | Sell |
321
-69
| -18% | -$5.37K | ﹤0.01% | 1831 |
|
|
2021
Q1 | $33K | Sell |
390
-295
| -43% | -$25K | ﹤0.01% | 1618 |
|
|
2020
Q4 | $47K | Buy |
685
+14
| +2% | +$961 | ﹤0.01% | 1474 |
|
|
2020
Q3 | $40K | Buy |
671
+81
| +14% | +$4.83K | ﹤0.01% | 1371 |
|
|
2020
Q2 | $37K | Sell |
590
-100
| -14% | -$6.27K | ﹤0.01% | 1334 |
|
|
2020
Q1 | $32K | Buy |
690
+290
| +73% | +$13.4K | ﹤0.01% | 1308 |
|
|
2019
Q4 | $31K | Sell |
400
-315
| -44% | -$24.4K | ﹤0.01% | 1445 |
|
|
2019
Q3 | $41K | Buy |
+715
| New | +$41K | ﹤0.01% | 1467 |
|
|
2019
Q1 | $45K | Sell |
697
-3,318
| -83% | -$214K | 0.01% | 1009 |
|
|
2018
Q4 | $255K | Sell |
4,015
-1,075
| -21% | -$68.3K | 0.02% | 772 |
|
|
2018
Q3 | $426K | Buy |
5,090
+890
| +21% | +$74.5K | 0.02% | 740 |
|
|
2018
Q2 | $391K | Buy |
4,200
+1,328
| +46% | +$124K | 0.02% | 761 |
|
|
2018
Q1 | $280K | Hold |
2,872
| – | – | 0.01% | 849 |
|
|
2017
Q4 | $280K | Buy |
2,872
+215
| +8% | +$21K | 0.01% | 848 |
|
|
2017
Q3 | $254K | Buy |
2,657
+77
| +3% | +$7.36K | 0.01% | 1007 |
|
|
2017
Q2 | $232K | Buy |
2,580
+207
| +9% | +$18.6K | 0.01% | 1034 |
|
|
2017
Q1 | $189K | Buy |
2,373
+678
| +40% | +$54K | 0.01% | 1143 |
|
|
2016
Q4 | $132K | Sell |
1,695
-511
| -23% | -$39.8K | 0.01% | 1270 |
|
|
2016
Q3 | $154K | Sell |
2,206
-2,760
| -56% | -$193K | 0.01% | 1132 |
|
|
2016
Q2 | $268K | Buy |
4,966
+4,269
| +612% | +$230K | 0.02% | 832 |
|
|
2016
Q1 | $45K | Sell |
697
-4,355
| -86% | -$281K | 0.01% | 1009 |
|
|
2015
Q4 | $335K | Buy |
+5,052
| New | +$335K | 0.02% | 615 |
|