Mark Sheptoff Financial Planning’s Digi International DGII Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DGII Stock Details DGII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-200	Closed	-$5.57K	–	517
2025 Q1	$5.57K	Hold	200	–	–	﹤0.01%	366
2024 Q4	$6.05K	Hold	200	–	–	﹤0.01%	354
2024 Q3	$5.51K	Sell	200 -250	-56%	-$6.59K	﹤0.01%	356
2024 Q2	$10.3K	Hold	450	–	–	0.01%	313
2024 Q1	$14.4K	Hold	450	–	–	0.01%	265
2023 Q4	$11.7K	Hold	450	–	–	0.01%	277
2023 Q3	$12.2K	Sell	450 -150	-25%	-$5.16K	0.01%	254
2023 Q2	$23.6K	Sell	600 -700	-54%	-$24.1K	0.01%	209
2023 Q1	$43.8K	Hold	1,300	–	–	0.03%	163
2022 Q4	$47.5K	Buy	+1,300	New	+$50K	0.03%	153

Other funds holding DGII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's DGII Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of Digi International (DGII) in Q2 2025, closing a stake of 200 shares — an estimated $5.57K sold.

Mark Sheptoff Financial Planning first reported a position in DGII in Q4 2022 and held it in 10 quarters. The position peaked at $47.5K in Q4 2022. 216 funds tracked by Wall St. Rank hold DGII as of Q2 2025.

Mark Sheptoff Financial Planning reported no remaining Digi International position as of Q2 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 200 Digi International shares in Q2 2025, an estimated $5.57K.
Mark Sheptoff Financial Planning first reported a position in Digi International in Q4 2022 and held it in 10 quarters.
Mark Sheptoff Financial Planning's Digi International position peaked at $47.5K in Q4 2022.
216 funds tracked by Wall St. Rank held Digi International as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.