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