Laurie J. Hall Trustee’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 | $1.65M | Hold |
15,525
| – | – | 0.55% | 50 |
|
|
2025
Q1 | $1.39M | Sell |
15,525
-1,854
| -11% | -$166K | 0.5% | 54 |
|
|
2024
Q4 | $1.71M | Sell |
17,379
-75
| -0.4% | -$7.36K | 0.56% | 51 |
|
|
2024
Q3 | $1.54M | Buy |
17,454
+3,249
| +23% | +$287K | 0.49% | 56 |
|
|
2024
Q2 | $1.05M | Sell |
14,205
-485
| -3% | -$35.9K | 0.37% | 59 |
|
|
2024
Q1 | $1.14M | Sell |
14,690
-960
| -6% | -$74.2K | 0.4% | 56 |
|
|
2023
Q4 | $1.21M | Sell |
15,650
-775
| -5% | -$60.1K | 0.46% | 50 |
|
|
2023
Q3 | $1.1M | Sell |
16,425
-538
| -3% | -$36K | 0.47% | 54 |
|
|
2023
Q2 | $1.24M | Sell |
16,963
-1,772
| -9% | -$130K | 0.49% | 50 |
|
|
2023
Q1 | $1.42M | Sell |
18,735
-375
| -2% | -$28.4K | 0.6% | 45 |
|
|
2022
Q4 | $1.48M | Sell |
19,110
-425
| -2% | -$33K | 0.67% | 46 |
|
|
2022
Q3 | $1.19M | Sell |
19,535
-200
| -1% | -$12.2K | 0.59% | 49 |
|
|
2022
Q2 | $1.22M | Sell |
19,735
-2,925
| -13% | -$180K | 0.57% | 49 |
|
|
2022
Q1 | $1.97M | Sell |
22,660
-800
| -3% | -$69.7K | 0.76% | 42 |
|
|
2021
Q4 | $2.18M | Sell |
23,460
-271
| -1% | -$25.2K | 0.77% | 42 |
|
|
2021
Q3 | $2.01M | Sell |
23,731
-275
| -1% | -$23.3K | 0.78% | 45 |
|
|
2021
Q2 | $1.98M | Sell |
24,006
-1,000
| -4% | -$82.3K | 0.75% | 45 |
|
|
2021
Q1 | $2.1M | Sell |
25,006
-1,340
| -5% | -$113K | 0.81% | 46 |
|
|
2020
Q4 | $1.92M | Sell |
26,346
-1,750
| -6% | -$127K | 0.78% | 45 |
|
|
2020
Q3 | $1.67M | Buy |
+28,096
| New | +$1.67M | 0.75% | 45 |
|
|
2019
Q4 | $2.35M | Hold |
29,738
| – | – | 1.09% | 31 |
|
|
2019
Q3 | $1.76M | Sell |
29,738
-200
| -0.7% | -$11.8K | 0.9% | 36 |
|
|
2019
Q2 | $1.68M | Sell |
29,938
-400
| -1% | -$22.4K | 0.87% | 36 |
|
|
2019
Q1 | $2M | Hold |
30,338
| – | – | 1.05% | 29 |
|
|
2018
Q4 | $2.11M | Sell |
30,338
-1,060
| -3% | -$73.7K | 1.16% | 28 |
|
|
2018
Q3 | $2.63M | Sell |
31,398
-215
| -0.7% | -$18K | 1.39% | 18 |
|
|
2018
Q2 | $2.94M | Sell |
31,613
-300
| -0.9% | -$27.9K | 1.69% | 15 |
|
|
2018
Q1 | $3.18M | Hold |
31,913
| – | – | 1.94% | 14 |
|
|
2017
Q4 | $3.11M | Sell |
31,913
-475
| -1% | -$46.3K | 1.77% | 17 |
|
|
2017
Q3 | $3.09M | Sell |
32,388
-1,163
| -3% | -$111K | 1.93% | 15 |
|
|
2017
Q2 | $3.01M | Sell |
33,551
-1,211
| -3% | -$109K | 1.92% | 14 |
|
|
2017
Q1 | $2.73M | Sell |
34,762
-375
| -1% | -$29.5K | 1.74% | 16 |
|
|
2016
Q4 | $2.9M | Buy |
+35,137
| New | +$2.9M | 1.85% | 12 |
|
|
2016
Q2 | $2.1M | Hold |
39,237
| – | – | 1.37% | 20 |
|
|
2016
Q1 | $2.43M | Sell |
39,237
-340
| -0.9% | -$21K | 1.53% | 16 |
|
|
2015
Q4 | $2.24M | Sell |
39,577
-159
| -0.4% | -$9.01K | 1.61% | 17 |
|
|
2015
Q3 | $2.67M | Sell |
39,736
-775
| -2% | -$52.1K | 2.13% | 14 |
|
|
2015
Q2 | $3.12M | Sell |
40,511
-19
| -0% | -$1.46K | 2.27% | 13 |
|
|
2015
Q1 | $2.98M | Hold |
40,530
| – | – | 2.17% | 14 |
|
|
2014
Q4 | $3.18M | Hold |
40,530
| – | – | 2.27% | 13 |
|
|
2014
Q3 | $2.98M | Sell |
40,530
-300
| -0.7% | -$22.1K | 2.24% | 12 |
|
|
2014
Q2 | $2.75M | Sell |
40,830
-452
| -1% | -$30.4K | 2.06% | 14 |
|
|
2014
Q1 | $2.87M | Sell |
41,282
-200
| -0.5% | -$13.9K | 2.22% | 13 |
|
|
2013
Q4 | $3.04M | Sell |
41,482
-190
| -0.5% | -$13.9K | 2.34% | 13 |
|
|
2013
Q3 | $2.74M | Sell |
41,672
-1,076
| -3% | -$70.7K | 2.31% | 13 |
|
|
2013
Q2 | $2.79M | Buy |
+42,748
| New | +$2.79M | 2.46% | 10 |
|