Jackson Grant Investment Advisers’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
Q2 | $10.6K | Hold |
|
|||||
|
2025
Q1 | $8.95K | Hold |
|
|||||
|
2024
Q4 | $9.81K | Hold |
|
|||||
|
2024
Q3 | $8.85K | Hold |
|
|||||
|
2024
Q2 | $7.4K | Hold |
|
|||||
|
2024
Q1 | $7.73K | Hold |
|
|||||
|
2023
Q4 | $7.75K | Hold |
|
|||||
|
2023
Q3 | $6.7K | Hold |
|
|||||
|
2023
Q2 | $7.32K | Hold |
|
|||||
|
2023
Q1 | $7.57K | Hold |
|
|||||
|
2022
Q4 | $7.76K | Hold |
|
|||||
|
2022
Q3 | $6K | Hold |
|
|||||
|
2022
Q2 | $6K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $1K | Sell |
|
|||||
|
2018
Q3 | $41K | Buy |
|
|||||
|
2018
Q2 | $46K | Buy |
|
|||||
|
2018
Q1 | $49K | Buy |
|
|||||
|
2017
Q4 | $48K | Hold |
|
|||||
|
2017
Q3 | $47K | Buy |
|