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Oath Planning, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
16
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $364K |
| Q4 2025 | $243K |
| Q4 2025 | $399K |
| Q4 2025 | $1.3M |
| Q1 2026 | $438K |
| Q1 2026 | $243K |
| Q1 2026 | $368K |
| Q1 2026 | $1.5M |
| Q2 2026 | $399K |
| Q2 2026 | $263K |
| Q2 2026 | $528K |
| Q2 2026 | $1.9M |
| Q3 2026 | $439K |
| Q3 2026 | $265K |
| Q3 2026 | $643K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 54.1K | — | — |
| Q3 2026 | $643K | 3.3K | — | — |
| Q3 2026 | $265K | 4.3K | — | — |
| Q3 2026 | $439K | 5.9K | — | — |
| Q2 2026 | $1.9M | 43.1K | — | — |
| Q2 2026 | $528K | 2.8K | — | — |
| Q2 2026 | $263K | 4.3K | — | — |
| Q2 2026 | $399K | 5.9K | — | — |
| Q1 2026 | $1.5M | 37.4K | — | — |
| Q1 2026 | $368K | 2.8K | — | — |
| Q1 2026 | $243K | 4.3K | — | — |
| Q1 2026 | $438K | 5.9K | — | — |
| Q4 2025 | $1.3M | 32.3K | — | — |
| Q4 2025 | $399K | 2.8K | — | — |
| Q4 2025 | $243K | 4.3K | — | — |
| Q4 2025 | $364K | 5.9K | — | — |