Newman Dignan & Sheerar Inc’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $697K | Hold |
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|
2025
Q2 | $639K | Buy |
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|
2025
Q1 | $537K | Hold |
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|
2024
Q4 | $589K | Hold |
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|
2024
Q3 | $558K | Hold |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $465K | Hold |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $439K | Hold |
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|
2023
Q1 | $454K | Hold |
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|
2022
Q4 | $465K | Hold |
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|
2022
Q3 | $365 | Sell |
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|
2022
Q2 | $370K | Hold |
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|
2022
Q1 | $523 | Hold |
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|
2021
Q4 | $559K | Sell |
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|
2021
Q3 | $530K | Buy |
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|
2021
Q2 | $515K | Buy |
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|
2021
Q1 | $525K | Hold |
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|
2020
Q4 | $455 | Sell |
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|
2020
Q3 | $448K | Hold |
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|
2020
Q2 | $479K | Hold |
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|
2020
Q1 | $431K | Hold |
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|
2019
Q4 | $5.98K | Hold |
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|
2019
Q3 | $447K | Hold |
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|
2019
Q2 | $423 | Hold |
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|
2019
Q1 | $497K | Hold |
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|
2018
Q4 | $476 | Hold |
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|
2018
Q3 | $652K | Hold |
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|
2018
Q2 | $703 | Hold |
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|
2018
Q1 | $753K | Sell |
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|
2017
Q4 | $747K | Hold |
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|
2017
Q3 | $731K | Hold |
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|
2017
Q2 | $686K | Sell |
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|
2017
Q1 | $629 | Sell |
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|
2016
Q4 | $684K | Sell |
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|
2016
Q3 | $637K | Sell |
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|
2016
Q2 | $508K | Hold |
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|
2016
Q1 | $552K | Buy |
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|
2015
Q4 | $609K | Hold |
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|
2015
Q3 | $617K | Hold |
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|
2015
Q2 | $706K | Hold |
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|
2015
Q1 | $675K | Hold |
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|
2014
Q4 | $720 | Hold |
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|
2014
Q3 | $675K | Sell |
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|
2014
Q2 | $642 | Hold |
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|
2014
Q1 | $664K | Sell |
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|
2013
Q4 | $747 | Sell |
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|
2013
Q3 | $721K | Sell |
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|
2013
Q2 | $722 | Buy |
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