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Strategic Financial Group, LLC → STT-PG
Strategic Financial Group, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
9
Latest value
$3.8M
Q3 2026
Peak value
$6.7M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $3.8M |
| Q1 2026 | $3.1M |
| Q1 2026 | $4.1M |
| Q2 2026 | $3.8M |
| Q2 2026 | $2.7M |
| Q2 2026 | $4.1M |
| Q3 2026 | $6.7M |
| Q3 2026 | $2.9M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 96.1K | — | — |
| Q3 2026 | $2.9M | 46.9K | — | — |
| Q3 2026 | $6.7M | 295.6K | — | — |
| Q2 2026 | $4.1M | 90.7K | — | — |
| Q2 2026 | $2.7M | 51.3K | — | — |
| Q2 2026 | $3.8M | 164.2K | — | — |
| Q1 2026 | $4.1M | 90.2K | — | — |
| Q1 2026 | $3.1M | 50.8K | — | — |
| Q1 2026 | $3.8M | 162.3K | — | — |