Kelly Lawrence W & 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
Q3 | $122K | Hold |
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|
2025
Q2 | $112K | Hold |
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|
2025
Q1 | $94K | Hold |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $92.9K | Hold |
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|
2024
Q2 | $77.7K | Sell |
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|
2024
Q1 | $115K | Sell |
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|
2023
Q4 | $116K | Hold |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $116K | Hold |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $130K | Sell |
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|
2021
Q4 | $158K | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $140K | Hold |
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|
2021
Q1 | $143K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $101K | Hold |
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|
2020
Q2 | $108K | Hold |
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|
2020
Q1 | $91K | Hold |
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|
2019
Q4 | $135K | Hold |
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|
2019
Q3 | $101K | Hold |
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|
2019
Q2 | $95K | Hold |
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|
2019
Q1 | $112K | Hold |
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|
2018
Q4 | $107K | Hold |
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|
2018
Q3 | $143K | Hold |
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|
2018
Q2 | $158K | Hold |
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|
2018
Q1 | $170K | Hold |
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|
2017
Q4 | $166K | Hold |
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|
2017
Q3 | $162K | Hold |
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|
2017
Q2 | $153K | Sell |
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|
2017
Q1 | $136K | Buy |
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|
2016
Q4 | $132K | Hold |
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|
2016
Q3 | $118K | Hold |
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|
2016
Q2 | $92K | Sell |
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|
2016
Q1 | $126K | Hold |
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|
2015
Q4 | $143K | Hold |
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|
2015
Q3 | $145K | Hold |
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|
2015
Q2 | $166K | Hold |
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|
2015
Q1 | $158K | Hold |
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|
2014
Q4 | $169K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $151K | Hold |
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|
2014
Q1 | $156K | Hold |
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|
2013
Q4 | $165K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $147K | Buy |
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