LA
LM Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
2,330
-5
| -0.2% | -$532 | 0.03% | 173 |
|
|
2025
Q1 | $209K | Buy |
2,335
+5
| +0.2% | +$448 | 0.04% | 209 |
|
|
2024
Q4 | $229K | Hold |
2,330
| – | – | 0.04% | 178 |
|
|
2024
Q3 | $206K | Buy |
+2,330
| New | +$206K | 0.04% | 169 |
|
|
2024
Q2 | – | Sell |
-2,777
| Closed | -$215K | – | 217 |
|
|
2024
Q1 | $215K | Hold |
2,777
| – | – | 0.03% | 203 |
|
|
2023
Q4 | $215K | Buy |
+2,777
| New | +$215K | 0.04% | 191 |
|