John G. Ullman & Associates’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 | $4.57M | Sell |
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|
2025
Q1 | $3.89M | Sell |
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|
2024
Q4 | $4.3M | Sell |
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|
2024
Q3 | $3.92M | Sell |
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|
2024
Q2 | $3.32M | Sell |
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|
2024
Q1 | $3.52M | Sell |
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|
2023
Q4 | $3.63M | Buy |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $2.83M | Buy |
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|
2023
Q1 | $2.8M | Sell |
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $3.04M | Buy |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $1.64M | Hold |
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|
2021
Q4 | $1.75M | Sell |
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|
2021
Q3 | $1.61M | Buy |
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