Ritholtz Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
3,727
+20
| +0.5% | +$2.13K | 0.01% | 700 |
|
|
2025
Q1 | $332K | Sell |
3,707
-102
| -3% | -$9.13K | 0.01% | 717 |
|
|
2024
Q4 | $374K | Sell |
3,809
-449
| -11% | -$44.1K | 0.01% | 646 |
|
|
2024
Q3 | $377K | Sell |
4,258
-2,218
| -34% | -$196K | 0.01% | 644 |
|
|
2024
Q2 | $479K | Sell |
6,476
-3,495
| -35% | -$259K | 0.02% | 541 |
|
|
2024
Q1 | $771K | Sell |
9,971
-3,140
| -24% | -$243K | 0.03% | 422 |
|
|
2023
Q4 | $1.02M | Sell |
13,111
-142
| -1% | -$11K | 0.04% | 311 |
|
|
2023
Q3 | $887K | Sell |
13,253
-2,673
| -17% | -$179K | 0.04% | 317 |
|
|
2023
Q2 | $1.17M | Buy |
15,926
+10,771
| +209% | +$788K | 0.05% | 230 |
|
|
2023
Q1 | $390K | Buy |
+5,155
| New | +$390K | 0.02% | 464 |
|