Sequoia Financial 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 | $738K | Buy |
6,942
+2,528
| +57% | +$269K | 0.01% | 814 |
|
|
2025
Q1 | $395K | Buy |
4,414
+118
| +3% | +$10.6K | ﹤0.01% | 946 |
|
|
2024
Q4 | $422K | Buy |
4,296
+751
| +21% | +$73.7K | ﹤0.01% | 869 |
|
|
2024
Q3 | $314K | Buy |
3,545
+529
| +18% | +$46.8K | ﹤0.01% | 944 |
|
|
2024
Q2 | $223K | Buy |
3,016
+197
| +7% | +$14.6K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $218K | Sell |
2,819
-1,894
| -40% | -$146K | ﹤0.01% | 1010 |
|
|
2023
Q4 | $365K | Buy |
+4,713
| New | +$365K | ﹤0.01% | 850 |
|