Forum Financial Management’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$634K Sell
4,393
-306
-7% -$44.2K 0.01% 331
2025
Q1
$399K Buy
4,699
+477
+11% +$40.5K 0.01% 456
2024
Q4
$364K Buy
4,222
+1,115
+36% +$96.2K 0.01% 514
2024
Q3
$340K Sell
3,107
-121
-4% -$13.3K 0.01% 459
2024
Q2
$333K Buy
3,228
+125
+4% +$12.9K 0.01% 437
2024
Q1
$289K Hold
3,103
﹤0.01% 517
2023
Q4
$265K Hold
3,103
0.01% 511
2023
Q3
$205K Buy
+3,103
New +$205K ﹤0.01% 586
2022
Q2
Sell
-2,604
Closed -$234K 646
2022
Q1
$234K Hold
2,604
0.01% 500
2021
Q4
$294K Buy
+2,604
New +$294K 0.02% 432