Legacy Capital Wealth Partners’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 | $271K | Sell |
2,552
-149
| -6% | -$15.8K | 0.06% | 315 |
|
|
2025
Q1 | $242K | Sell |
2,701
-752
| -22% | -$67.3K | 0.06% | 318 |
|
|
2024
Q4 | $339K | Sell |
3,453
-2,739
| -44% | -$269K | 0.08% | 249 |
|
|
2024
Q3 | $548K | Sell |
6,192
-348
| -5% | -$30.8K | 0.11% | 177 |
|
|
2024
Q2 | $484K | Buy |
+6,540
| New | +$484K | 0.12% | 169 |
|
|
2024
Q1 | – | Sell |
-7,043
| Closed | -$546K | – | 316 |
|
|
2023
Q4 | $546K | Sell |
7,043
-630
| -8% | -$48.8K | 0.15% | 132 |
|
|
2023
Q3 | $514K | Buy |
+7,673
| New | +$514K | 0.14% | 140 |
|
|
2023
Q2 | – | Sell |
-7,394
| Closed | -$560K | – | 211 |
|
|
2023
Q1 | $560K | Buy |
+7,394
| New | +$560K | 0.15% | 127 |
|