Merit Financial 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 | $1.05M | Buy |
9,864
+4,018
| +69% | +$427K | 0.01% | 766 |
|
|
2025
Q1 | $523K | Buy |
5,846
+1,822
| +45% | +$163K | 0.01% | 911 |
|
|
2024
Q4 | $395K | Buy |
+4,024
| New | +$395K | 0.01% | 810 |
|
|
2024
Q3 | – | Sell |
-4,185
| Closed | -$310K | – | 945 |
|
|
2024
Q2 | $310K | Buy |
4,185
+373
| +10% | +$27.6K | 0.01% | 714 |
|
|
2024
Q1 | $284K | Buy |
+3,812
| New | +$284K | 0.01% | 732 |
|