Klein Pavlis & Peasley Financial’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 | $679K | Sell |
6,387
-225
| -3% | -$23.9K | 0.45% | 58 |
|
|
2025
Q1 | $587K | Sell |
6,612
-130
| -2% | -$11.5K | 0.42% | 63 |
|
|
2024
Q4 | $662K | Sell |
6,742
-76
| -1% | -$7.46K | 0.54% | 63 |
|
|
2024
Q3 | $603K | Sell |
6,818
-93
| -1% | -$8.23K | 0.48% | 64 |
|
|
2024
Q2 | $511K | Buy |
6,911
+374
| +6% | +$27.7K | 0.45% | 62 |
|
|
2024
Q1 | $505K | Sell |
6,537
-649
| -9% | -$50.2K | 0.46% | 61 |
|
|
2023
Q4 | $557K | Buy |
+7,186
| New | +$557K | 0.52% | 60 |
|