Key Financial Inc’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 | $242K | Hold |
2,276
| – | – | 0.05% | 248 |
|
|
2025
Q1 | $204K | Hold |
2,276
| – | – | 0.04% | 263 |
|
|
2024
Q4 | $223K | Hold |
2,276
| – | – | 0.05% | 239 |
|
|
2024
Q3 | $201K | Buy |
2,276
+7
| +0.3% | +$619 | 0.04% | 251 |
|
|
2024
Q2 | $168K | Hold |
2,269
| – | – | 0.04% | 263 |
|
|
2024
Q1 | $175K | Hold |
2,269
| – | – | 0.04% | 243 |
|
|
2023
Q4 | $176K | Hold |
2,269
| – | – | 0.05% | 232 |
|
|
2023
Q3 | $152K | Hold |
2,269
| – | – | 0.05% | 234 |
|
|
2023
Q2 | $166K | Hold |
2,269
| – | – | 0.06% | 228 |
|
|
2023
Q1 | $172K | Hold |
2,269
| – | – | 0.06% | 213 |
|
|
2022
Q4 | $138K | Hold |
2,269
| – | – | 0.07% | 211 |
|
|
2022
Q3 | $138K | Hold |
2,269
| – | – | 0.06% | 213 |
|
|
2022
Q2 | $144K | Hold |
2,269
| – | – | 0.08% | 197 |
|
|
2022
Q1 | $198K | Hold |
2,269
| – | – | 0.1% | 165 |
|
|
2021
Q4 | $211K | Hold |
2,269
| – | – | 0.11% | 151 |
|
|
2021
Q3 | $192K | Sell |
2,269
-920
| -29% | -$77.8K | 0.11% | 154 |
|
|
2021
Q2 | $278K | Buy |
3,189
+920
| +41% | +$80.2K | 0.16% | 117 |
|
|
2021
Q1 | $191K | Hold |
2,269
| – | – | 0.13% | 143 |
|
|
2020
Q4 | $165K | Buy |
+2,269
| New | +$165K | 0.12% | 139 |
|
|
2020
Q2 | – | Sell |
-2,269
| Closed | -$117K | – | 555 |
|
|
2020
Q1 | $117K | Buy |
+2,269
| New | +$117K | 0.12% | 135 |
|