Ridgewood Investments’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 | $727K | Buy |
6,838
+3,329
| +95% | +$354K | 0.31% | 88 |
|
|
2025
Q1 | $314K | Buy |
+3,509
| New | +$314K | 0.15% | 148 |
|
|
2023
Q3 | – | Sell |
-1,512
| Closed | -$111K | – | 678 |
|
|
2023
Q2 | $111K | Hold |
1,512
| – | – | 0.06% | 228 |
|
|
2023
Q1 | $114K | Buy |
+1,512
| New | +$114K | 0.07% | 237 |
|
|
2021
Q1 | – | Sell |
-3,390
| Closed | -$201K | – | 210 |
|
|
2020
Q4 | $201K | Hold |
3,390
| – | – | 0.16% | 156 |
|
|
2020
Q3 | $201K | Sell |
3,390
-2,573
| -43% | -$153K | 0.16% | 157 |
|
|
2020
Q2 | $379K | Sell |
5,963
-27
| -0.5% | -$1.72K | 0.31% | 110 |
|
|
2020
Q1 | $319K | Sell |
5,990
-5,726
| -49% | -$305K | 0.32% | 98 |
|
|
2019
Q4 | $927K | Buy |
11,716
+421
| +4% | +$33.3K | 0.66% | 36 |
|
|
2019
Q3 | $669K | Buy |
11,295
+423
| +4% | +$25.1K | 0.52% | 55 |
|
|
2019
Q2 | $609K | Buy |
10,872
+5,786
| +114% | +$324K | 0.48% | 58 |
|
|
2019
Q1 | $335K | Buy |
+5,086
| New | +$335K | 0.28% | 119 |
|