Sierra Summit Advisors’s Northern Trust NTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Sell |
7,230
-174
| -2% | -$22.1K | 0.16% | 88 |
|
|
2025
Q1 | $730K | Buy |
7,404
+244
| +3% | +$24.1K | 0.16% | 97 |
|
|
2024
Q4 | $734K | Buy |
7,160
+1,600
| +29% | +$164K | 0.15% | 81 |
|
|
2024
Q3 | $501K | Buy |
5,560
+1,148
| +26% | +$103K | 0.12% | 100 |
|
|
2024
Q2 | $371K | Buy |
4,412
+326
| +8% | +$27.4K | 0.09% | 117 |
|
|
2024
Q1 | $363K | Buy |
4,086
+346
| +9% | +$30.8K | 0.1% | 112 |
|
|
2023
Q4 | $316K | Buy |
+3,740
| New | +$316K | 0.09% | 127 |
|