KCM Investment Advisors’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
Q3 | $209K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $234K | Sell |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $513K | Sell |
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|
2022
Q4 | $564K | Sell |
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|
2022
Q3 | $597K | Sell |
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|
2022
Q2 | $646K | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $320K | Buy |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $261K | Hold |
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|
2020
Q3 | $213K | Hold |
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|
2020
Q2 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $283K | Hold |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $237K | Hold |
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|
2018
Q4 | $227K | Sell |
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|
2018
Q3 | $311K | Sell |
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|
2018
Q2 | $349K | Sell |
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|
2018
Q1 | $381K | Sell |
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|
2017
Q4 | $373K | Hold |
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|
2017
Q3 | $365K | Buy |
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|
2017
Q2 | $334K | Hold |
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|
2017
Q1 | $297K | Sell |
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|
2016
Q4 | $313K | Buy |
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|
2016
Q3 | $228K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $201K | Hold |
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|
2015
Q4 | $228K | Hold |
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|
2015
Q3 | $231K | Sell |
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|
2015
Q2 | $302K | Hold |
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|
2015
Q1 | $288K | Sell |
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|
2014
Q4 | $323K | Buy |
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|
2014
Q3 | $301K | Hold |
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|
2014
Q2 | $275K | Sell |
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|
2014
Q1 | $395K | Buy |
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|
2013
Q4 | $300K | Hold |
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|
2013
Q3 | $269K | Hold |
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|
2013
Q2 | $267K | Buy |
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