Smith Salley Wealth Management’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 | $690K | Hold |
5,444
| – | – | 0.04% | 164 |
|
|
2025
Q1 | $537K | Hold |
5,444
| – | – | 0.04% | 170 |
|
|
2024
Q4 | $558K | Sell |
5,444
-390
| -7% | -$40K | 0.04% | 166 |
|
|
2024
Q3 | $525K | Hold |
5,834
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $490K | Hold |
5,834
| – | – | 0.04% | 167 |
|
|
2024
Q1 | $519K | Sell |
5,834
-167
| -3% | -$14.9K | 0.04% | 165 |
|
|
2023
Q4 | $506K | Buy |
6,001
+167
| +3% | +$14.1K | 0.03% | 178 |
|
|
2023
Q3 | $405K | Sell |
5,834
-61
| -1% | -$4.24K | 0.03% | 182 |
|
|
2023
Q2 | $437K | Buy |
5,895
+61
| +1% | +$4.52K | 0.03% | 181 |
|
|
2023
Q1 | $514K | Sell |
5,834
-77
| -1% | -$6.79K | 0.04% | 168 |
|
|
2022
Q4 | $523K | Sell |
5,911
-49
| -0.8% | -$4.34K | 0.04% | 164 |
|
|
2022
Q3 | $510K | Hold |
5,960
| – | – | 0.05% | 162 |
|
|
2022
Q2 | $575K | Buy |
+5,960
| New | +$575K | 0.05% | 157 |
|