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Leverty Financial Group, LLC → STT-PG
Leverty Financial Group, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
8
Latest value
$484K
Q3 2026
Peak value
$964K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $916K |
| Q4 2025 | $511K |
| Q1 2026 | $964K |
| Q1 2026 | $437K |
| Q2 2026 | $883K |
| Q2 2026 | $463K |
| Q3 2026 | $847K |
| Q3 2026 | $484K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $484K | 5.4K | — | — |
| Q3 2026 | $847K | 16.9K | — | — |
| Q2 2026 | $463K | 5.3K | — | — |
| Q2 2026 | $883K | 17.5K | — | — |
| Q1 2026 | $437K | 5.7K | — | — |
| Q1 2026 | $964K | 21.1K | — | — |
| Q4 2025 | $511K | 6.4K | — | — |
| Q4 2025 | $916K | 20.6K | — | — |