Integrated Wealth Concepts’s S&T Bancorp STBA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.49M	Buy	92,324 +9,454	+11%	+$358K	0.04%	442
2025 Q1	$3.07M	Buy	82,870 +152	+0.2%	+$5.63K	0.04%	461
2024 Q4	$3.16M	Buy	82,718 +14,024	+20%	+$536K	0.04%	414
2024 Q3	$2.88M	Sell	68,694 -12,420	-15%	-$521K	0.04%	441
2024 Q2	$2.71M	Buy	+81,114	New	+$2.71M	0.04%	416