United Capital Financial Advisors’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 | $1.21M | Buy |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $879K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $919K | Sell |
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|
2024
Q2 | $944K | Buy |
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|
2024
Q1 | $982K | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $527K | Buy |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $615K | Buy |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | $382K | Sell |
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|
2021
Q2 | $441K | Buy |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $508K | Sell |
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|
2020
Q3 | $625K | Sell |
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|
2020
Q2 | $678K | Sell |
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|
2020
Q1 | $593K | Sell |
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|
2019
Q4 | $1.49M | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.47M | Buy |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $443K | Buy |
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|
2018
Q1 | $332K | Buy |
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|
2017
Q4 | $293K | Sell |
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|
2017
Q3 | $378K | Buy |
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|
2017
Q2 | $283K | Sell |
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|
2017
Q1 | $275K | Sell |
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|
2016
Q4 | $299K | Buy |
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|
2016
Q3 | $217K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $209K | Sell |
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|
2015
Q3 | $403K | Sell |
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|
2015
Q2 | $507K | Buy |
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|
2015
Q1 | $422K | Sell |
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|
2014
Q4 | $448K | Buy |
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|
2014
Q3 | $363K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $402K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $384K | Sell |
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|
2013
Q2 | $525K | Buy |
|