Mather Group’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 | $219K | Sell |
2,059
-318
| -13% | -$33.8K | ﹤0.01% | 580 |
|
2025
Q1 | $213K | Sell |
2,377
-45
| -2% | -$4.03K | ﹤0.01% | 570 |
|
2024
Q4 | $238K | Buy |
2,422
+32
| +1% | +$3.14K | ﹤0.01% | 517 |
|
2024
Q3 | $211K | Buy |
2,390
+777
| +48% | +$68.7K | ﹤0.01% | 554 |
|
2024
Q2 | $125K | Buy |
1,613
+158
| +11% | +$12.2K | ﹤0.01% | 743 |
|
2024
Q1 | $113K | Buy |
+1,455
| New | +$113K | ﹤0.01% | 672 |
|