Moneta Group Investment 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
$583K Buy
4,039
+1,225
+44% +$177K 0.01% 405
2025
Q1
$239K Buy
+2,814
New +$239K ﹤0.01% 578
2024
Q4
Sell
-2,936
Closed -$322K 694
2024
Q3
$322K Sell
2,936
-411
-12% -$45K ﹤0.01% 502
2024
Q2
$346K Buy
3,347
+69
+2% +$7.13K 0.01% 455
2024
Q1
$305K Buy
3,278
+708
+28% +$65.9K 0.01% 481
2023
Q4
$219K Buy
+2,570
New +$219K ﹤0.01% 514
2022
Q2
Sell
-2,403
Closed -$216K 501
2022
Q1
$216K Sell
2,403
-403
-14% -$36.2K 0.01% 415
2021
Q4
$317K Buy
+2,806
New +$317K 0.01% 373
2018
Q2
Sell
-1,900
Closed -$111K 611
2018
Q1
$111K Sell
1,900
-4
-0.2% -$234 0.01% 227
2017
Q4
$80K Buy
+1,904
New +$80K 0.01% 247
2017
Q2
Sell
-9,720
Closed -$446K 187
2017
Q1
$446K Buy
9,720
+2,715
+39% +$125K 0.09% 94
2016
Q4
$267K Buy
+7,005
New +$267K 0.05% 137