A detailed history of Jfs Wealth Advisors, LLC transactions in State Street Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 135 shares of STT stock, worth $13,401. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 131 3.05%
Holding current value
$13,401
Previous $9,000 22.22%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$73.37 - $89.31 $293 - $357
4 Added 3.05%
135 $11,000
Q2 2024

Jul 15, 2024

SELL
$70.91 - $78.01 $283 - $312
-4 Reduced 2.96%
131 $9,000
Q1 2024

Apr 30, 2024

SELL
$71.11 - $78.43 $1,066 - $1,176
-15 Reduced 10.0%
135 $10,000
Q4 2023

Feb 07, 2024

BUY
$62.93 - $78.55 $1,699 - $2,120
27 Added 21.95%
150 $11,000
Q3 2023

Nov 02, 2023

SELL
$65.85 - $77.46 $65 - $77
-1 Reduced 0.81%
123 $8,000
Q2 2023

Aug 07, 2023

BUY
$66.54 - $80.03 $66 - $80
1 Added 0.81%
124 $9,000
Q1 2023

Apr 19, 2023

BUY
$71.65 - $94.11 $214 - $282
3 Added 2.5%
123 $9,000
Q4 2022

Feb 13, 2023

SELL
$60.09 - $81.34 $2,463 - $3,334
-41 Reduced 25.47%
120 $9,000
Q3 2022

Oct 21, 2022

SELL
$25.18 - $74.19 $6,647 - $19,586
-264 Reduced 62.12%
161 $10,000
Q2 2022

Aug 02, 2022

BUY
$61.65 - $85.84 $986 - $1,373
16 Added 3.91%
425 $26,000
Q1 2022

May 02, 2022

BUY
$78.17 - $103.77 $4,612 - $6,122
59 Added 16.86%
409 $36,000
Q4 2021

Feb 03, 2022

BUY
$86.12 - $99.92 $3,444 - $3,996
40 Added 12.9%
350 $33,000
Q2 2021

Aug 04, 2021

SELL
$78.6 - $87.98 $4,323 - $4,838
-55 Reduced 15.07%
310 $26,000
Q2 2020

Aug 05, 2020

SELL
$50.4 - $71.03 $756 - $1,065
-15 Reduced 3.95%
365 $23,000
Q4 2018

Jan 28, 2019

BUY
$59.78 - $87.14 $5,141 - $7,494
86 Added 29.25%
380 $24,000
Q2 2018

Jul 26, 2018

SELL
$93.09 - $104.18 $2,885 - $3,229
-31 Reduced 9.54%
294 $27,000
Q1 2018

Apr 26, 2018

SELL
$96.72 - $112.71 $2,514 - $2,930
-26 Reduced 7.41%
325 $32,000
Q4 2017

Jan 31, 2018

BUY
$90.28 - $99.29 $2,618 - $2,879
29 Added 9.01%
351 $34,000
Q3 2017

Oct 20, 2017

BUY
$90.97 - $95.95 $29,292 - $30,895
322
322 $31,000

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 $36.4B
  • 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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.