SFA
Sequoia Financial Advisors’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
5,369
+1,478
| +38% | +$213K | 0.01% | 792 |
|
|
2025
Q1 | $331K | Buy |
3,891
+116
| +3% | +$9.85K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $326K | Buy |
3,775
+1,215
| +47% | +$105K | ﹤0.01% | 985 |
|
|
2024
Q3 | $281K | Buy |
2,560
+89
| +4% | +$9.75K | ﹤0.01% | 996 |
|
|
2024
Q2 | $255K | Buy |
+2,471
| New | +$255K | ﹤0.01% | 963 |
|
|
2024
Q1 | – | Sell |
-4,353
| Closed | -$372K | – | 1255 |
|
|
2023
Q4 | $372K | Buy |
+4,353
| New | +$372K | ﹤0.01% | 841 |
|
|
2022
Q1 | – | Sell |
-4,456
| Closed | -$503K | – | 703 |
|
|
2021
Q4 | $503K | Buy |
+4,456
| New | +$503K | 0.01% | 323 |
|
|
2020
Q3 | – | Sell |
-5,173
| Closed | -$250K | – | 401 |
|
|
2020
Q2 | $250K | Buy |
5,173
+12
| +0.2% | +$580 | 0.01% | 315 |
|
|
2020
Q1 | $252K | Buy |
5,161
+39
| +0.8% | +$1.9K | 0.02% | 294 |
|
|
2019
Q4 | $305K | Buy |
5,122
+8
| +0.2% | +$476 | 0.02% | 296 |
|
|
2019
Q3 | $275K | Hold |
5,114
| – | – | 0.02% | 293 |
|
|
2019
Q2 | $241K | Hold |
5,114
| – | – | 0.02% | 314 |
|
|
2019
Q1 | $245K | Buy |
+5,114
| New | +$245K | 0.02% | 308 |
|
|
2018
Q4 | – | Sell |
-5,133
| Closed | -$243K | – | 330 |
|
|
2018
Q3 | $243K | Sell |
5,133
-500
| -9% | -$23.7K | 0.02% | 264 |
|
|
2018
Q2 | $318K | Sell |
5,633
-581
| -9% | -$32.8K | 0.03% | 219 |
|
|
2018
Q1 | $364K | Hold |
6,214
| – | – | 0.04% | 201 |
|
|
2017
Q4 | $260K | Hold |
6,214
| – | – | 0.03% | 243 |
|
|
2017
Q3 | $206K | Sell |
6,214
-1,400
| -18% | -$46.4K | 0.02% | 266 |
|
|
2017
Q2 | $295K | Buy |
7,614
+500
| +7% | +$19.4K | 0.04% | 209 |
|
|
2017
Q1 | $327K | Hold |
7,114
| – | – | 0.04% | 186 |
|
|
2016
Q4 | $272K | Sell |
7,114
-250
| -3% | -$9.56K | 0.04% | 214 |
|
|
2016
Q3 | $284K | Buy |
+7,364
| New | +$284K | 0.05% | 176 |
|