Relyea Zuckerberg Hanson’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 | $526K | Buy |
4,942
+48
| +1% | +$5.1K | 0.06% | 144 |
|
2025
Q1 | $438K | Sell |
4,894
-25
| -0.5% | -$2.24K | 0.06% | 163 |
|
2024
Q4 | $483K | Buy |
4,919
+70
| +1% | +$6.87K | 0.06% | 148 |
|
2024
Q3 | $429K | Sell |
4,849
-8
| -0.2% | -$708 | 0.07% | 155 |
|
2024
Q2 | $359K | Buy |
4,857
+1,616
| +50% | +$120K | 0.06% | 159 |
|
2024
Q1 | $251K | Buy |
3,241
+536
| +20% | +$41.4K | 0.04% | 203 |
|
2023
Q4 | $210K | Buy |
+2,705
| New | +$210K | 0.04% | 208 |
|