Welch Group’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 | $888K | Buy |
8,353
+5
| +0.1% | +$532 | 0.04% | 107 |
|
|
2025
Q1 | $743K | Hold |
8,348
| – | – | 0.03% | 113 |
|
|
2024
Q4 | $820K | Hold |
8,348
| – | – | 0.04% | 111 |
|
|
2024
Q3 | $739K | Hold |
8,348
| – | – | 0.03% | 114 |
|
|
2024
Q2 | $618K | Buy |
8,348
+3,500
| +72% | +$259K | 0.03% | 124 |
|
|
2024
Q1 | $375K | Hold |
4,848
| – | – | 0.02% | 152 |
|
|
2023
Q4 | $376K | Buy |
4,848
+650
| +15% | +$50.3K | 0.02% | 151 |
|
|
2023
Q3 | $281K | Hold |
4,198
| – | – | 0.02% | 159 |
|
|
2023
Q2 | $307K | Hold |
4,198
| – | – | 0.02% | 156 |
|
|
2023
Q1 | $318K | Hold |
4,198
| – | – | 0.02% | 150 |
|
|
2022
Q4 | $326K | Hold |
4,198
| – | – | 0.02% | 148 |
|
|
2022
Q3 | $255K | Hold |
4,198
| – | – | 0.02% | 146 |
|
|
2022
Q2 | $259K | Hold |
4,198
| – | – | 0.02% | 159 |
|
|
2022
Q1 | $366K | Hold |
4,198
| – | – | 0.02% | 140 |
|
|
2021
Q4 | $390K | Hold |
4,198
| – | – | 0.02% | 143 |
|
|
2021
Q3 | $356K | Hold |
4,198
| – | – | 0.02% | 132 |
|
|
2021
Q2 | $345K | Hold |
4,198
| – | – | 0.02% | 133 |
|
|
2021
Q1 | $353K | Buy |
+4,198
| New | +$353K | 0.03% | 126 |
|