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