Spire Wealth Management’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 | $126K | Sell |
1,181
-131
| -10% | -$13.9K | ﹤0.01% | 897 |
|
|
2025
Q1 | $117K | Sell |
1,312
-1
| -0.1% | -$90 | ﹤0.01% | 982 |
|
|
2024
Q4 | $129K | Sell |
1,313
-19
| -1% | -$1.87K | ﹤0.01% | 950 |
|
|
2024
Q3 | $118K | Sell |
1,332
-26
| -2% | -$2.3K | ﹤0.01% | 869 |
|
|
2024
Q2 | $100K | Sell |
1,358
-417
| -23% | -$30.9K | ﹤0.01% | 892 |
|
|
2024
Q1 | $137K | Buy |
1,775
+9
| +0.5% | +$696 | ﹤0.01% | 897 |
|
|
2023
Q4 | $134K | Buy |
1,766
+60
| +4% | +$4.55K | ﹤0.01% | 903 |
|
|
2023
Q3 | $114K | Buy |
1,706
+1,211
| +245% | +$81.1K | ﹤0.01% | 909 |
|
|
2023
Q2 | $36.2K | Sell |
495
-25
| -5% | -$1.83K | ﹤0.01% | 1345 |
|
|
2023
Q1 | $39.3K | Sell |
520
-130
| -20% | -$9.83K | ﹤0.01% | 1300 |
|
|
2022
Q4 | $50K | Buy |
650
+79
| +14% | +$6.08K | ﹤0.01% | 993 |
|
|
2022
Q3 | $35K | Sell |
571
-276
| -33% | -$16.9K | ﹤0.01% | 1089 |
|
|
2022
Q2 | $52K | Sell |
847
-367
| -30% | -$22.5K | ﹤0.01% | 1279 |
|
|
2022
Q1 | $106K | Sell |
1,214
-171
| -12% | -$14.9K | ﹤0.01% | 1144 |
|
|
2021
Q4 | $129K | Sell |
1,385
-164
| -11% | -$15.3K | ﹤0.01% | 1301 |
|
|
2021
Q3 | $131K | Buy |
1,549
+389
| +34% | +$32.9K | ﹤0.01% | 1093 |
|
|
2021
Q2 | $95K | Buy |
1,160
+261
| +29% | +$21.4K | ﹤0.01% | 1198 |
|
|
2021
Q1 | $76K | Buy |
+899
| New | +$76K | ﹤0.01% | 1517 |
|