JFS Wealth Advisors’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 | $15.3K | Sell |
144
-2
| -1% | -$213 | ﹤0.01% | 721 |
|
|
2025
Q1 | $13.1K | Buy |
146
+11
| +8% | +$985 | ﹤0.01% | 786 |
|
|
2024
Q4 | $13.3K | Hold |
135
| – | – | ﹤0.01% | 772 |
|
|
2024
Q3 | $11.9K | Buy |
135
+4
| +3% | +$354 | ﹤0.01% | 797 |
|
|
2024
Q2 | $9.69K | Sell |
131
-4
| -3% | -$296 | ﹤0.01% | 805 |
|
|
2024
Q1 | $10.4K | Sell |
135
-15
| -10% | -$1.16K | ﹤0.01% | 803 |
|
|
2023
Q4 | $11.6K | Buy |
150
+27
| +22% | +$2.09K | ﹤0.01% | 731 |
|
|
2023
Q3 | $8.24K | Sell |
123
-1
| -0.8% | -$67 | ﹤0.01% | 792 |
|
|
2023
Q2 | $9.08K | Buy |
124
+1
| +0.8% | +$73 | ﹤0.01% | 756 |
|
|
2023
Q1 | $9.31K | Buy |
123
+3
| +3% | +$227 | ﹤0.01% | 741 |
|
|
2022
Q4 | $9.31K | Sell |
120
-41
| -25% | -$3.18K | ﹤0.01% | 739 |
|
|
2022
Q3 | $10K | Sell |
161
-264
| -62% | -$16.4K | ﹤0.01% | 736 |
|
|
2022
Q2 | $26K | Buy |
425
+16
| +4% | +$979 | ﹤0.01% | 541 |
|
|
2022
Q1 | $36K | Buy |
409
+59
| +17% | +$5.19K | ﹤0.01% | 487 |
|
|
2021
Q4 | $33K | Buy |
350
+40
| +13% | +$3.77K | ﹤0.01% | 489 |
|
|
2021
Q3 | $26K | Hold |
310
| – | – | ﹤0.01% | 506 |
|
|
2021
Q2 | $26K | Sell |
310
-55
| -15% | -$4.61K | ﹤0.01% | 342 |
|
|
2021
Q1 | $31K | Hold |
365
| – | – | 0.01% | 297 |
|
|
2020
Q4 | $27K | Hold |
365
| – | – | 0.01% | 300 |
|
|
2020
Q3 | $22K | Hold |
365
| – | – | 0.01% | 307 |
|
|
2020
Q2 | $23K | Sell |
365
-15
| -4% | -$945 | 0.01% | 292 |
|
|
2020
Q1 | $20K | Hold |
380
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $30K | Hold |
380
| – | – | 0.01% | 274 |
|
|
2019
Q3 | $22K | Hold |
380
| – | – | 0.01% | 291 |
|
|
2019
Q2 | $21K | Hold |
380
| – | – | 0.01% | 300 |
|
|
2019
Q1 | $25K | Hold |
380
| – | – | 0.01% | 276 |
|
|
2018
Q4 | $24K | Buy |
380
+86
| +29% | +$5.43K | 0.01% | 277 |
|
|
2018
Q3 | $25K | Hold |
294
| – | – | 0.01% | 302 |
|
|
2018
Q2 | $27K | Sell |
294
-31
| -10% | -$2.85K | 0.01% | 287 |
|
|
2018
Q1 | $32K | Sell |
325
-26
| -7% | -$2.56K | 0.01% | 277 |
|
|
2017
Q4 | $34K | Buy |
351
+29
| +9% | +$2.81K | 0.01% | 287 |
|
|
2017
Q3 | $31K | Sell |
322
-264
| -45% | -$25.4K | 0.01% | 282 |
|
|
2017
Q2 | $53K | Hold |
586
| – | – | 0.01% | 216 |
|
|
2017
Q1 | $46K | Hold |
586
| – | – | 0.01% | 227 |
|
|
2016
Q4 | $46K | Sell |
586
-224
| -28% | -$17.6K | 0.01% | 227 |
|
|
2016
Q3 | $56K | Hold |
810
| – | – | 0.02% | 229 |
|
|
2016
Q2 | $44K | Sell |
810
-52
| -6% | -$2.83K | 0.01% | 269 |
|
|
2016
Q1 | $50K | Buy |
862
+52
| +6% | +$3.02K | 0.01% | 238 |
|
|
2015
Q4 | $54K | Sell |
810
-30
| -4% | -$2K | 0.02% | 241 |
|
|
2015
Q3 | $56K | Sell |
840
-18
| -2% | -$1.2K | 0.02% | 200 |
|
|
2015
Q2 | $66K | Sell |
858
-3
| -0.3% | -$231 | 0.03% | 161 |
|
|
2015
Q1 | $63K | Sell |
861
-170
| -16% | -$12.4K | 0.03% | 162 |
|
|
2014
Q4 | $81K | Buy |
1,031
+170
| +20% | +$13.4K | 0.01% | 141 |
|
|
2014
Q3 | $63K | Sell |
861
-4
| -0.5% | -$293 | 0.01% | 160 |
|
|
2014
Q2 | $58K | Buy |
+865
| New | +$58K | 0.01% | 170 |
|