Plante Moran Financial Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-65
| Closed | -$6.38K | – | 967 |
|
|
2024
Q4 | $6.38K | Buy |
+65
| New | +$6.38K | ﹤0.01% | 652 |
|
|
2022
Q4 | – | Sell |
-59
| Closed | -$4K | – | 976 |
|
|
2022
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 739 |
|
|
2022
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 743 |
|
|
2022
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $5K | Hold |
59
| – | – | ﹤0.01% | 829 |
|
|
2021
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 791 |
|
|
2021
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 794 |
|
|
2021
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 787 |
|
|
2020
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 729 |
|
|
2020
Q3 | $4K | Hold |
59
| – | – | ﹤0.01% | 726 |
|
|
2020
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 621 |
|
|
2020
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 626 |
|
|
2019
Q4 | $5K | Hold |
59
| – | – | ﹤0.01% | 620 |
|
|
2019
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 747 |
|
|
2019
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 702 |
|
|
2019
Q1 | $4K | Hold |
59
| – | – | ﹤0.01% | 667 |
|
|
2018
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 630 |
|
|
2018
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 596 |
|
|
2018
Q2 | $5K | Sell |
59
-60
| -50% | -$5.09K | ﹤0.01% | 639 |
|
|
2018
Q1 | $12K | Hold |
119
| – | – | 0.01% | 578 |
|
|
2017
Q4 | $12K | Hold |
119
| – | – | 0.01% | 570 |
|
|
2017
Q3 | $11K | Hold |
119
| – | – | 0.01% | 532 |
|
|
2017
Q2 | $11K | Hold |
119
| – | – | 0.01% | 548 |
|
|
2017
Q1 | $9K | Sell |
119
-14
| -11% | -$1.06K | 0.01% | 596 |
|
|
2016
Q4 | $10K | Buy |
133
+14
| +12% | +$1.05K | 0.01% | 591 |
|
|
2016
Q3 | $8K | Sell |
119
-325
| -73% | -$21.8K | 0.01% | 624 |
|
|
2016
Q2 | $24K | Buy |
444
+325
| +273% | +$17.6K | 0.02% | 406 |
|
|
2016
Q1 | $7K | Sell |
119
-1,009
| -89% | -$59.4K | 0.01% | 541 |
|
|
2015
Q4 | $75K | Sell |
1,128
-107
| -9% | -$7.11K | 0.06% | 224 |
|
|
2015
Q3 | $83K | Buy |
1,235
+107
| +9% | +$7.19K | 0.07% | 205 |
|
|
2015
Q2 | $87K | Hold |
1,128
| – | – | 0.06% | 212 |
|
|
2015
Q1 | $83K | Hold |
1,128
| – | – | 0.06% | 211 |
|
|
2014
Q4 | $89K | Sell |
1,128
-500
| -31% | -$39.5K | 0.07% | 198 |
|
|
2014
Q3 | $120K | Buy |
1,628
+500
| +44% | +$36.9K | 0.1% | 148 |
|
|
2014
Q2 | $76K | Buy |
+1,128
| New | +$76K | 0.07% | 175 |
|