Rise 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
Q2 | $17.5K | Buy |
165
+1
| +0.6% | +$106 | 0.01% | 612 |
|
|
2025
Q1 | $14.6K | Buy |
164
+2
| +1% | +$179 | 0.01% | 707 |
|
|
2024
Q4 | $15.9K | Buy |
162
+1
| +0.6% | +$98 | 0.01% | 793 |
|
|
2024
Q3 | $14.2K | Buy |
161
+2
| +1% | +$177 | 0.01% | 893 |
|
|
2024
Q2 | $11.8K | Buy |
159
+1
| +0.6% | +$74 | 0.01% | 948 |
|
|
2024
Q1 | $12.2K | Buy |
+158
| New | +$12.2K | 0.01% | 990 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$3.36K | – | 685 |
|
|
2023
Q3 | $3.36K | Buy |
+50
| New | +$3.36K | ﹤0.01% | 409 |
|
|
2023
Q2 | – | Hold |
0
| – | -$12 | – | 674 |
|
|
2023
Q1 | – | Hold |
0
| – | -$13 | – | 805 |
|
|
2022
Q4 | – | Sell |
-600
| Closed | -$36K | – | 764 |
|
|
2022
Q3 | $36K | Buy |
+600
| New | +$36K | 0.03% | 186 |
|