Mark Sheptoff Financial Planning’s MetLife MET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$81.9K	Hold	1,019	–	–	0.04%	147
2025 Q1	$81.8K	Hold	1,019	–	–	0.05%	134
2024 Q4	$83.4K	Hold	1,019	–	–	0.04%	136
2024 Q3	$84K	Hold	1,019	–	–	0.04%	141
2024 Q2	$71.5K	Buy	1,019 +119	+13%	+$8.35K	0.04%	159
2024 Q1	$66.7K	Hold	900	–	–	0.04%	156
2023 Q4	$59.5K	Hold	900	–	–	0.04%	147
2023 Q3	$56.6K	Hold	900	–	–	0.04%	141
2023 Q2	$50.9K	Hold	900	–	–	0.03%	163
2023 Q1	$52.1K	Hold	900	–	–	0.03%	150
2022 Q4	$65.1K	Hold	900	–	–	0.04%	135
2022 Q3	$55K	Hold	900	–	–	0.03%	138
2022 Q2	$57K	Hold	900	–	–	0.03%	148
2022 Q1	$63K	Hold	900	–	–	0.03%	159
2021 Q4	$56K	Hold	900	–	–	0.03%	179
2021 Q3	$56K	Hold	900	–	–	0.03%	168
2021 Q2	$54K	Hold	900	–	–	0.03%	180
2021 Q1	$55K	Hold	900	–	–	0.03%	160
2020 Q4	$42K	Sell	900 -400	-31%	-$18.7K	0.02%	175
2020 Q3	$48K	Hold	1,300	–	–	0.03%	145
2020 Q2	$47K	Hold	1,300	–	–	0.03%	149
2020 Q1	$40K	Hold	1,300	–	–	0.03%	144
2019 Q4	$66K	Hold	1,300	–	–	0.04%	137
2019 Q3	$61K	Hold	1,300	–	–	0.04%	135
2019 Q2	$65K	Hold	1,300	–	–	0.04%	140
2019 Q1	$55K	Hold	1,300	–	–	0.04%	143
2018 Q4	$53K	Sell	1,300 -300	-19%	-$12.2K	0.04%	131
2018 Q3	$75K	Sell	1,600 -2,000	-56%	-$93.8K	0.05%	142
2018 Q2	$157K	Hold	3,600	–	–	0.12%	110
2018 Q1	$165K	Hold	3,600	–	–	0.11%	110
2017 Q4	$182K	Hold	3,600	–	–	0.12%	109
2017 Q3	$187K	Sell	3,600 -551	-13%	-$28.6K	0.13%	113
2017 Q2	$203K	Sell	4,151 -226	-5%	-$11.1K	0.14%	108
2017 Q1	$206K	Buy	4,377 +1	+0%	+$47	0.15%	102
2016 Q4	$210K	Buy	4,376 +2,721	+164%	+$131K	0.16%	95
2016 Q3	$66K	Sell	1,655 -112	-6%	-$4.47K	0.05%	153
2016 Q2	$63K	Buy	1,767 +421	+31%	+$15K	0.05%	147
2016 Q1	$53K	Buy	+1,346	New	+$53K	0.04%	149
2015 Q4	–	Sell	-56	Closed	-$2K	–	412
2015 Q3	$2K	Sell	56 -1,066	-95%	-$38.1K	﹤0.01%	348
2015 Q2	$56K	Sell	1,122 -112	-9%	-$5.59K	0.05%	162
2015 Q1	$56K	Sell	1,234 -3,030	-71%	-$138K	0.05%	160
2014 Q4	$206K	Sell	4,264 -8,246	-66%	-$398K	0.18%	95
2014 Q3	$599K	Sell	12,510 -4,713	-27%	-$226K	0.53%	55
2014 Q2	$853K	Sell	17,223 -224	-1%	-$11.1K	0.73%	42
2014 Q1	$821K	Buy	+17,447	New	+$821K	0.73%	41