Lake Street Advisors Group’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $301K | Sell |
3,064
-344
| -10% | -$33.8K | 0.01% | 449 |
|
|
2024
Q3 | $302K | Buy |
3,408
+96
| +3% | +$8.49K | 0.01% | 451 |
|
|
2024
Q2 | $245K | Sell |
3,312
-43
| -1% | -$3.18K | 0.01% | 492 |
|
|
2024
Q1 | $262K | Buy |
3,355
+109
| +3% | +$8.5K | 0.01% | 491 |
|
|
2023
Q4 | $254K | Buy |
+3,246
| New | +$254K | 0.01% | 487 |
|
|
2021
Q3 | – | Sell |
-2,382
| Closed | -$218K | – | 395 |
|
|
2021
Q2 | $218K | Buy |
+2,382
| New | +$218K | 0.02% | 297 |
|
|
2018
Q2 | – | Sell |
-2,636
| Closed | -$263K | – | 353 |
|
|
2018
Q1 | $263K | Buy |
2,636
+145
| +6% | +$14.5K | 0.03% | 234 |
|
|
2017
Q4 | $243K | Buy |
+2,491
| New | +$243K | 0.03% | 282 |
|