Optimist Retirement Group’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Sell
2,653
-215
-7% -$31K 0.18% 61
2025
Q1
$244K Buy
2,868
+228
+9% +$19.4K 0.12% 91
2024
Q4
$228K Buy
2,640
+367
+16% +$31.7K 0.11% 108
2024
Q3
$249K Buy
+2,273
New +$249K 0.11% 92