Mark Sheptoff Financial Planning’s Seagate STX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-100
| Closed | -$15K | – | 568 |
|
|
2025
Q4 | $15K | Hold |
100
| – | – | 0.01% | 309 |
|
|
2025
Q3 | $15K | Hold |
100
| – | – | 0.01% | 304 |
|
|
2025
Q2 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2025
Q1 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 333 |
|
|
2024
Q3 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 336 |
|
|
2024
Q1 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 307 |
|
|
2023
Q4 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 302 |
|
|
2023
Q3 | $7.98K | Hold |
100
| – | – | 0.01% | 281 |
|
|
2023
Q2 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 286 |
|
|
2023
Q1 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 277 |
|
|
2022
Q4 | $7.98K | Hold |
100
| – | – | ﹤0.01% | 280 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 268 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 284 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 306 |
|
|
2021
Q4 | $11K | Hold |
100
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $8K | Buy |
+100
| New | +$8.7K | ﹤0.01% | 324 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$28K | – | 357 |
|
|
2018
Q3 | $28K | Hold |
600
| – | – | 0.02% | 208 |
|
|
2018
Q2 | $34K | Hold |
600
| – | – | 0.03% | 189 |
|
|
2018
Q1 | $35K | Hold |
600
| – | – | 0.02% | 187 |
|
|
2017
Q4 | $25K | Hold |
600
| – | – | 0.02% | 225 |
|
|
2017
Q3 | $20K | Hold |
600
| – | – | 0.01% | 237 |
|
|
2017
Q2 | $23K | Sell |
600
-1
| -0.2% | -$44 | 0.02% | 219 |
|
|
2017
Q1 | $28K | Buy |
601
+1
| +0.2% | +$44 | 0.02% | 210 |
|
|
2016
Q4 | $23K | Hold |
600
| – | – | 0.02% | 213 |
|
|
2016
Q3 | $23K | Hold |
600
| – | – | 0.02% | 211 |
|
|
2016
Q2 | $15K | Hold |
600
| – | – | 0.01% | 229 |
|
|
2016
Q1 | $21K | Hold |
600
| – | – | 0.02% | 203 |
|
|
2015
Q4 | $22K | Sell |
600
-1,658
| -73% | -$63.1K | 0.02% | 215 |
|
|
2015
Q3 | $101K | Buy |
2,258
+58
| +3% | +$2.81K | 0.09% | 133 |
|
|
2015
Q2 | $105K | Hold |
2,200
| – | – | 0.08% | 141 |
|
|
2015
Q1 | $114K | Hold |
2,200
| – | – | 0.1% | 132 |
|
|
2014
Q4 | $146K | Hold |
2,200
| – | – | 0.13% | 107 |
|
|
2014
Q3 | $126K | Hold |
2,200
| – | – | 0.11% | 129 |
|
|
2014
Q2 | $125K | Hold |
2,200
| – | – | 0.11% | 129 |
|
|
2014
Q1 | $124K | Buy |
+2,200
| New | +$118K | 0.11% | 131 |
|
Other funds holding STX
VCM
VPM
Mark Sheptoff Financial Planning's STX Position: Q1 2026 in Review
Mark Sheptoff Financial Planning sold out of Seagate (STX) in Q1 2026, closing a stake of 100 shares — an estimated $15K sold.
Mark Sheptoff Financial Planning first reported a position in STX in Q1 2014 and held it in 37 quarters. The position peaked at $146K in Q4 2014. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.
- Mark Sheptoff Financial Planning reported no remaining Seagate position as of Q1 2026 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 100 Seagate shares in Q1 2026, an estimated $15K.
- Mark Sheptoff Financial Planning first reported a position in Seagate in Q1 2014 and held it in 37 quarters.
- Mark Sheptoff Financial Planning's Seagate position peaked at $146K in Q4 2014.
- 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.