TFC Financial 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 | $170K | Buy |
1,600
+29
| +2% | +$3.08K | 0.02% | 139 |
|
|
2025
Q1 | $141K | Hold |
1,571
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $154K | Sell |
1,571
-546
| -26% | -$53.6K | 0.02% | 148 |
|
|
2024
Q3 | $187K | Hold |
2,117
| – | – | 0.03% | 130 |
|
|
2024
Q2 | $157K | Hold |
2,117
| – | – | 0.03% | 138 |
|
|
2024
Q1 | $164K | Buy |
2,117
+2
| +0.1% | +$155 | 0.03% | 137 |
|
|
2023
Q4 | $164K | Buy |
2,115
+7
| +0.3% | +$542 | 0.03% | 129 |
|
|
2023
Q3 | $141K | Sell |
2,108
-7
| -0.3% | -$469 | 0.03% | 140 |
|
|
2023
Q2 | $155K | Buy |
2,115
+7
| +0.3% | +$512 | 0.04% | 133 |
|
|
2023
Q1 | $160K | Buy |
2,108
+2,070
| +5,447% | +$157K | 0.04% | 124 |
|
|
2022
Q4 | $2.95K | Hold |
38
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 426 |
|
|
2022
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 421 |
|
|
2022
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 392 |
|
|
2021
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 414 |
|
|
2021
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 431 |
|
|
2021
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 408 |
|
|
2020
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 406 |
|
|
2020
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 419 |
|