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OLIO Financial Planning STT-PG Position History
State Street Corporation • Banking
Quarters held
24
Latest value
$447K
Q3 2026
Peak value
$3.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.2M |
| Q4 2025 | $346K |
| Q4 2025 | $2.3M |
| Q4 2025 | $226K |
| Q4 2025 | $837K |
| Q4 2025 | $327K |
| Q1 2026 | $3.2M |
| Q1 2026 | $355K |
| Q1 2026 | $2.4M |
| Q1 2026 | $225K |
| Q1 2026 | $802K |
| Q1 2026 | $302K |
| Q2 2026 | $3.6M |
| Q2 2026 | $392K |
| Q2 2026 | $2.7M |
| Q2 2026 | $224K |
| Q2 2026 | $921K |
| Q2 2026 | $433K |
| Q3 2026 | $3.8M |
| Q3 2026 | $343K |
| Q3 2026 | $3M |
| Q3 2026 | $255K |
| Q3 2026 | $934K |
| Q3 2026 | $447K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $447K | 2.3K | — | — |
| Q3 2026 | $934K | 10.1K | — | — |
| Q3 2026 | $255K | 10.4K | — | — |
| Q3 2026 | $3M | 102.0K | — | — |
| Q3 2026 | $343K | 6.8K | — | — |
| Q3 2026 | $3.8M | 73.2K | — | — |
| Q2 2026 | $433K | 2.3K | — | — |
| Q2 2026 | $921K | 10.1K | — | — |
| Q2 2026 | $224K | 8.8K | — | — |
| Q2 2026 | $2.7M | 89.3K | — | — |
| Q2 2026 | $392K | 7.8K | — | — |
| Q2 2026 | $3.6M | 70.4K | — | — |
| Q1 2026 | $302K | 2.3K | — | — |
| Q1 2026 | $802K | 10.1K | — | — |
| Q1 2026 | $225K | 8.8K | — | — |
| Q1 2026 | $2.4M | 78.6K | — | — |
| Q1 2026 | $355K | 7.8K | — | — |
| Q1 2026 | $3.2M | 68.0K | — | — |
| Q4 2025 | $327K | 2.3K | — | — |
| Q4 2025 | $837K | 10.1K | — | — |
| Q4 2025 | $226K | 8.8K | — | — |
| Q4 2025 | $2.3M | 76.7K | — | — |
| Q4 2025 | $346K | 7.8K | — | — |
| Q4 2025 | $3.2M | 67.6K | — | — |