BFA
Beacon Financial Advisory’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
8,005
-35
| -0.4% | -$5.05K | 0.3% | 87 |
|
|
2025
Q1 | $683K | Buy |
+8,040
| New | +$683K | 0.21% | 128 |
|
|
2024
Q1 | – | Sell |
-4,070
| Closed | -$347K | – | 275 |
|
|
2023
Q4 | $347K | Sell |
4,070
-7,485
| -65% | -$639K | 0.17% | 162 |
|
|
2023
Q3 | $762K | Buy |
11,555
+405
| +4% | +$26.7K | 0.42% | 76 |
|
|
2023
Q2 | $690K | Buy |
11,150
+550
| +5% | +$34K | 0.4% | 82 |
|
|
2023
Q1 | $701K | Buy |
10,600
+1,600
| +18% | +$106K | 0.45% | 70 |
|
|
2022
Q4 | $473K | Buy |
9,000
+1,200
| +15% | +$63.1K | 0.34% | 102 |
|
|
2022
Q3 | $415K | Sell |
7,800
-600
| -7% | -$31.9K | 0.3% | 111 |
|
|
2022
Q2 | $600K | Buy |
8,400
+200
| +2% | +$14.3K | 0.34% | 98 |
|
|
2022
Q1 | $737K | Buy |
8,200
+200
| +3% | +$18K | 0.35% | 89 |
|
|
2021
Q4 | $904K | Hold |
8,000
| – | – | 0.42% | 76 |
|
|
2021
Q3 | $660K | Buy |
+8,000
| New | +$660K | 0.34% | 93 |
|