SageView Advisory Group’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
6,487
+77
| +1% | +$8.66K | 0.03% | 291 |
|
|
2025
Q1 | $574K | Buy |
6,410
+29
| +0.5% | +$2.6K | 0.02% | 317 |
|
|
2024
Q4 | $626K | Buy |
6,381
+86
| +1% | +$8.44K | 0.03% | 303 |
|
|
2024
Q3 | $557K | Sell |
6,295
-205
| -3% | -$18.1K | 0.03% | 284 |
|
|
2024
Q2 | $481K | Buy |
+6,500
| New | +$481K | 0.02% | 346 |
|
|
2024
Q1 | – | Sell |
-6,405
| Closed | -$479K | – | 817 |
|
|
2023
Q4 | $479K | Buy |
+6,405
| New | +$479K | 0.02% | 403 |
|