LRI Investments’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 | $107K | Hold |
1,007
| – | – | 0.01% | 423 |
|
2025
Q1 | $90.2K | Hold |
1,007
| – | – | 0.01% | 439 |
|
2024
Q4 | $98.8K | Hold |
1,007
| – | – | 0.01% | 419 |
|
2024
Q3 | $94.8K | Buy |
1,007
+14
| +1% | +$1.32K | 0.01% | 415 |
|
2024
Q2 | $73.5K | Buy |
993
+665
| +203% | +$49.2K | 0.01% | 435 |
|
2024
Q1 | $25.4K | Buy |
+328
| New | +$25.4K | 0.01% | 345 |
|