Strategic Wealth Partners’s Seagate STX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
+3,003
| New | +$433K | 0.03% | 230 |
|
|
2024
Q4 | $7.45M | Buy |
73,378
+40,169
| +121% | +$4.08M | 0.62% | 59 |
|
|
2024
Q3 | $3.64M | Buy |
+33,209
| New | +$3.64M | 0.35% | 82 |
|
|
2022
Q2 | – | Sell |
-14,286
| Closed | -$1.28M | – | 281 |
|
|
2022
Q1 | $1.28M | Buy |
14,286
+4,139
| +41% | +$372K | 0.25% | 115 |
|
|
2021
Q4 | $1.15M | Buy |
10,147
+503
| +5% | +$56.8K | 0.22% | 132 |
|
|
2021
Q3 | $796K | Buy |
9,644
+350
| +4% | +$28.9K | 0.23% | 120 |
|
|
2021
Q2 | $817K | Buy |
9,294
+48
| +0.5% | +$4.22K | 0.27% | 97 |
|
|
2021
Q1 | $710K | Sell |
9,246
-657
| -7% | -$50.5K | 0.28% | 92 |
|
|
2020
Q4 | $616K | Sell |
9,903
-164
| -2% | -$10.2K | 0.26% | 96 |
|
|
2020
Q3 | $496K | Buy |
+10,067
| New | +$496K | 0.25% | 95 |
|
|
2019
Q1 | – | Sell |
-133
| Closed | -$5K | – | 813 |
|
|
2018
Q4 | $5K | Hold |
133
| – | – | ﹤0.01% | 563 |
|
|
2018
Q3 | $6K | Hold |
133
| – | – | ﹤0.01% | 545 |
|
|
2018
Q2 | $8K | Hold |
133
| – | – | ﹤0.01% | 595 |
|
|
2018
Q1 | $8K | Hold |
133
| – | – | ﹤0.01% | 590 |
|
|
2017
Q4 | $5K | Buy |
+133
| New | +$5K | ﹤0.01% | 619 |
|