Zhang Financial’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
Q2 | $345K | Hold |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $479K | Buy |
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