Lake Street Advisors Group’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$301K Sell
2024
Q3
$302K Buy
2024
Q2
$245K Sell
2024
Q1
$262K Buy
2023
Q4
$254K Buy
2021
Q3
Sell
2021
Q2
$218K Buy
2018
Q2
Sell
2018
Q1
$263K Buy
2017
Q4
$243K Buy