Kestra Advisory Services’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 | $2.42M | Sell |
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|
2025
Q2 | $2.21M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $775K | Sell |
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|
2024
Q3 | $917K | Buy |
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|
2024
Q2 | $725K | Buy |
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|
2024
Q1 | $569K | Buy |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $522K | Sell |
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|
2022
Q4 | $766K | Buy |
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|
2022
Q3 | $390K | Sell |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $576K | Buy |
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|
2021
Q2 | $453K | Sell |
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|
2021
Q1 | $524K | Sell |
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|
2020
Q4 | $555K | Buy |
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|
2020
Q3 | $459K | Buy |
|