Jackson Grant Investment Advisers’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
100
| – | – | ﹤0.01% | 262 |
|
|
2025
Q1 | $8.95K | Hold |
100
| – | – | ﹤0.01% | 270 |
|
|
2024
Q4 | $9.82K | Hold |
100
| – | – | ﹤0.01% | 265 |
|
|
2024
Q3 | $8.85K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2024
Q2 | $7.4K | Hold |
100
| – | – | ﹤0.01% | 283 |
|
|
2024
Q1 | $7.73K | Hold |
100
| – | – | ﹤0.01% | 269 |
|
|
2023
Q4 | $7.75K | Hold |
100
| – | – | ﹤0.01% | 264 |
|
|
2023
Q3 | $6.7K | Hold |
100
| – | – | ﹤0.01% | 269 |
|
|
2023
Q2 | $7.32K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2023
Q1 | $7.57K | Hold |
100
| – | – | ﹤0.01% | 304 |
|
|
2022
Q4 | $7.76K | Hold |
100
| – | – | ﹤0.01% | 296 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 318 |
|
|
2022
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 329 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$1K | – | 255 |
|
|
2018
Q4 | $1K | Sell |
10
-483
| -98% | -$48.3K | ﹤0.01% | 242 |
|
|
2018
Q3 | $41K | Buy |
493
+2
| +0.4% | +$166 | 0.03% | 156 |
|
|
2018
Q2 | $46K | Buy |
491
+2
| +0.4% | +$187 | 0.03% | 155 |
|
|
2018
Q1 | $49K | Buy |
489
+2
| +0.4% | +$200 | 0.03% | 149 |
|
|
2017
Q4 | $48K | Hold |
487
| – | – | 0.03% | 148 |
|
|
2017
Q3 | $47K | Buy |
+487
| New | +$47K | 0.03% | 145 |
|