Mark Sheptoff Financial Planning’s Futu Holdings FUTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-125	Closed	-$20.5K	–	536
2025 Q4	$20.5K	Hold	125	–	–	0.01%	273
2025 Q3	$21.7K	Hold	125	–	–	0.01%	269
2025 Q2	$15.4K	Hold	125	–	–	0.01%	293
2025 Q1	$12.8K	Hold	125	–	–	0.01%	296
2024 Q4	$10K	Hold	125	–	–	0.01%	318
2024 Q3	$12K	Hold	125	–	–	0.01%	292
2024 Q2	$8.2K	Hold	125	–	–	﹤0.01%	334
2024 Q1	$6.77K	Hold	125	–	–	﹤0.01%	315
2023 Q4	$6.83K	Hold	125	–	–	﹤0.01%	312
2023 Q3	$7.23K	Hold	125	–	–	﹤0.01%	284
2023 Q2	$4.97K	Hold	125	–	–	﹤0.01%	314
2023 Q1	$6.48K	Hold	125	–	–	﹤0.01%	293
2022 Q4	$5.08K	Hold	125	–	–	﹤0.01%	312
2022 Q3	$5K	Hold	125	–	–	﹤0.01%	290
2022 Q2	$7K	Hold	125	–	–	﹤0.01%	278
2022 Q1	$4K	Hold	125	–	–	﹤0.01%	348
2021 Q4	$5K	Hold	125	–	–	﹤0.01%	364
2021 Q3	$11K	Hold	125	–	–	0.01%	297
2021 Q2	$22K	Sell	125 -200	-62%	-$29.1K	0.01%	259
2021 Q1	$52K	Sell	325 -8,575	-96%	-$1.06M	0.03%	163
2020 Q4	$407K	Buy	8,900 +2,900	+48%	+$109K	0.23%	68
2020 Q3	$172K	Buy	+6,000	New	+$188K	0.11%	99