Summit Wealth & Retirement Planning’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 | $457K | Buy |
4,294
+272
| +7% | +$28.9K | 0.12% | 60 |
|
|
2025
Q1 | $360K | Hold |
4,022
| – | – | 0.11% | 56 |
|
|
2024
Q4 | $395K | Hold |
4,022
| – | – | 0.12% | 52 |
|
|
2024
Q3 | $356K | Hold |
4,022
| – | – | 0.11% | 51 |
|
|
2024
Q2 | $298K | Hold |
4,022
| – | – | 0.1% | 52 |
|
|
2024
Q1 | $311K | Buy |
+4,022
| New | +$311K | 0.11% | 52 |
|
|
2021
Q2 | – | Sell |
-9,605
| Closed | -$807K | – | 98 |
|
|
2021
Q1 | $807K | Hold |
9,605
| – | – | 0.3% | 51 |
|
|
2020
Q4 | $699K | Hold |
9,605
| – | – | 0.27% | 65 |
|
|
2020
Q3 | $570K | Hold |
9,605
| – | – | 0.24% | 68 |
|
|
2020
Q2 | $610K | Hold |
9,605
| – | – | 0.29% | 64 |
|
|
2020
Q1 | $512K | Hold |
9,605
| – | – | 0.27% | 69 |
|
|
2019
Q4 | $760K | Hold |
9,605
| – | – | 0.34% | 61 |
|
|
2019
Q3 | $569K | Hold |
9,605
| – | – | 0.34% | 64 |
|
|
2019
Q2 | $538K | Hold |
9,605
| – | – | 0.31% | 72 |
|
|
2019
Q1 | $632K | Sell |
9,605
-19
| -0.2% | -$1.25K | 0.38% | 67 |
|
|
2018
Q4 | $607K | Buy |
+9,624
| New | +$607K | 0.46% | 54 |
|