Klein Pavlis & Peasley Financial’s State Street STT Stock Holding History

Klein Pavlis & Peasley Financial’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$679K	Sell
2025 Q1	$587K	Sell
2024 Q4	$662K	Sell
2024 Q3	$603K	Sell
2024 Q2	$511K	Buy
2024 Q1	$505K	Sell
2023 Q4	$557K	Buy