A detailed history of Ever Source Wealth Advisors, LLC transactions in State Street Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,380 shares of STT stock, worth $101,733. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,380
Previous 2,230 38.12%
Holding current value
$101,733
Previous $172,000 38.37%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

SELL
$71.11 - $78.43 $60,443 - $66,665
-850 Reduced 38.12%
1,380 $106,000
Q4 2023

Feb 09, 2024

SELL
$62.93 - $78.55 $49,337 - $61,583
-784 Reduced 26.01%
2,230 $172,000
Q3 2023

Nov 03, 2023

SELL
$65.85 - $77.46 $2,699 - $3,175
-41 Reduced 1.34%
3,014 $201,000
Q2 2023

Aug 04, 2023

SELL
$66.54 - $80.03 $34,268 - $41,215
-515 Reduced 14.43%
3,055 $223,000
Q1 2023

May 11, 2023

SELL
$71.65 - $94.11 $1,862 - $2,446
-26 Reduced 0.72%
3,570 $270,000
Q4 2022

Feb 09, 2023

SELL
$60.09 - $81.34 $23,495 - $31,803
-391 Reduced 9.81%
3,596 $278,000
Q3 2022

Nov 07, 2022

BUY
$25.18 - $74.19 $39,029 - $114,994
1,550 Added 63.6%
3,987 $243,000
Q2 2022

Aug 01, 2022

BUY
$61.65 - $85.84 $45,682 - $63,607
741 Added 43.69%
2,437 $151,000
Q1 2022

May 25, 2022

BUY
$78.17 - $103.77 $76,606 - $101,694
980 Added 136.87%
1,696 $148,000
Q4 2021

Feb 07, 2022

BUY
$86.12 - $99.92 $61,661 - $71,542
716 New
716 $67,000

Others Institutions Holding STT

About STATE STREET CORP


  • Ticker STT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 366,940,000
  • Market Cap $27.1B
  • Description
  • State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including custody; product accounting; daily pricing and administration; master trust and master custody; depotbank services; record-keeping; ...
More about STT
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