SFWA
Summit Financial Wealth Advisors’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $255K | Hold |
3,005
| – | – | 0.05% | 125 |
|
|
2024
Q4 | $281K | Hold |
3,005
| – | – | 0.05% | 121 |
|
|
2024
Q3 | $329K | Hold |
3,005
| – | – | 0.06% | 111 |
|
|
2024
Q2 | $310K | Hold |
3,005
| – | – | 0.06% | 103 |
|
|
2024
Q1 | $280K | Sell |
3,005
-200
| -6% | -$18.6K | 0.06% | 110 |
|
|
2023
Q4 | $274K | Hold |
3,205
| – | – | 0.06% | 105 |
|
|
2023
Q3 | $227K | Buy |
+3,205
| New | +$227K | 0.06% | 109 |
|
|
2023
Q2 | – | Sell |
-3,080
| Closed | -$204K | – | 133 |
|
|
2023
Q1 | $204K | Buy |
+3,080
| New | +$204K | 0.05% | 119 |
|
|
2022
Q4 | – | Sell |
-3,997
| Closed | -$208K | – | 134 |
|
|
2022
Q3 | $208K | Buy |
3,997
+887
| +29% | +$46.2K | 0.06% | 114 |
|
|
2022
Q2 | $238K | Buy |
3,110
+415
| +15% | +$31.8K | 0.06% | 117 |
|
|
2022
Q1 | $242K | Sell |
2,695
-748
| -22% | -$67.2K | 0.05% | 111 |
|
|
2021
Q4 | $399K | Hold |
3,443
| – | – | 0.08% | 94 |
|
|
2021
Q3 | $284K | Buy |
3,443
+150
| +5% | +$12.4K | 0.06% | 104 |
|
|
2021
Q2 | $290K | Buy |
+3,293
| New | +$290K | 0.07% | 101 |
|