Next Financial Group’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $3K | Buy |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $170K | Buy |
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|
2019
Q4 | $159K | Buy |
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|
2019
Q3 | $60K | Sell |
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|
2019
Q2 | $71K | Hold |
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|
2019
Q1 | $83K | Sell |
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|
2018
Q4 | $168K | Sell |
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|
2018
Q3 | $281K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $148K | Buy |
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|
2017
Q2 | $130K | Buy |
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|
2017
Q1 | $115K | Sell |
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|
2016
Q4 | $198K | Buy |
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|
2016
Q3 | $165K | Buy |
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|
2016
Q2 | $42K | Sell |
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|
2016
Q1 | $115K | Sell |
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|
2015
Q4 | $272K | Sell |
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|
2015
Q3 | $343K | Buy |
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|
2015
Q2 | $321K | Hold |
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|
2015
Q1 | $306K | Buy |
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|
2014
Q4 | $274K | Sell |
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|
2014
Q3 | $261K | Buy |
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