Rothschild Investment LLC’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Buy |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $858K | Buy |
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|
2024
Q3 | $771K | Buy |
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|
2024
Q2 | $642K | Sell |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $553K | Buy |
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|
2023
Q2 | $585K | Buy |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $611K | Buy |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $485K | Hold |
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|
2022
Q1 | $685K | Sell |
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|
2021
Q4 | $738K | Hold |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $630K | Hold |
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|
2020
Q4 | $546K | Hold |
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|
2020
Q3 | $445K | Hold |
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|
2020
Q2 | $477K | Hold |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $554K | Hold |
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|
2019
Q3 | $414K | Hold |
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|
2019
Q2 | $392K | Hold |
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|
2019
Q1 | $461K | Hold |
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|
2018
Q4 | $441K | Sell |
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|
2018
Q3 | $670K | Hold |
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|
2018
Q2 | $745K | Hold |
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|
2018
Q1 | $798K | Sell |
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|
2017
Q4 | $888K | Buy |
|
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|
2017
Q3 | $831K | Hold |
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|
2017
Q2 | $781K | Buy |
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|
2017
Q1 | $638K | Buy |
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|
2016
Q4 | $588K | Sell |
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|
2016
Q3 | $562K | Buy |
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|
2016
Q2 | $431K | Buy |
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|
2016
Q1 | $439K | Sell |
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|
2015
Q4 | $531K | Buy |
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|
2015
Q3 | $504K | Hold |
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|
2015
Q2 | $577K | Hold |
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|
2015
Q1 | $551K | Sell |
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|
2014
Q4 | $797K | Buy |
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|
2014
Q3 | $633K | Hold |
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|
2014
Q2 | $578K | Hold |
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|
2014
Q1 | $598K | Sell |
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|
2013
Q4 | $653K | Hold |
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|
2013
Q3 | $585K | Buy |
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|
2013
Q2 | $548K | Buy |
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