Summit Wealth & Retirement Planning’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $498K | Hold |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $360K | Hold |
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|
2024
Q4 | $395K | Hold |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $311K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $807K | Hold |
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|
2020
Q4 | $699K | Hold |
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|
2020
Q3 | $570K | Hold |
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|
2020
Q2 | $610K | Hold |
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|
2020
Q1 | $512K | Hold |
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|
2019
Q4 | $760K | Hold |
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|
2019
Q3 | $569K | Hold |
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|
2019
Q2 | $538K | Hold |
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|
2019
Q1 | $632K | Sell |
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|
2018
Q4 | $607K | Buy |
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