Kingswood Wealth Advisors’s Seagate STX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
9,462
+2,778
| +42% | +$401K | 0.11% | 202 |
|
|
2025
Q1 | $568K | Sell |
6,684
-1,894
| -22% | -$161K | 0.05% | 362 |
|
|
2024
Q4 | $740K | Buy |
8,578
+4,014
| +88% | +$346K | 0.06% | 339 |
|
|
2024
Q3 | $500K | Buy |
4,564
+1,112
| +32% | +$122K | 0.04% | 450 |
|
|
2024
Q2 | $357K | Buy |
3,452
+122
| +4% | +$12.6K | 0.03% | 475 |
|
|
2024
Q1 | $310K | Sell |
3,330
-31
| -0.9% | -$2.89K | 0.04% | 466 |
|
|
2023
Q4 | $287K | Buy |
+3,361
| New | +$287K | 0.03% | 489 |
|