Mark Sheptoff Financial Planning, LLC Closed Holding Positions

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FNKO
Funko, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
400
$20.06 - $27.86 $8.02K - $11.1K
FANH
Fanhua Inc.

Financial Services
Q3 2019 Filed on Nov 12, 2019
3,350
$26.17 - $35.07 $87.7K - $117K
CRS
Carpenter Technology Corp

Industrials
Q3 2019 Filed on Nov 12, 2019
100
$44.13 - $55.88 $4.41K - $5.59K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q3 2019 Filed on Nov 12, 2019
266
$16.15 - $17.99 $4.3K - $4.79K
Suntrust Bks Inc
Q3 2019 Filed on Nov 12, 2019
59
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q3 2019 Filed on Nov 12, 2019
15
$119.52 - $123.67 $1.79K - $1.86K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
1,198
$61.3 - $66.68 $73.4K - $79.9K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
50
$91.08 - $100.7 $4.55K - $5.04K
MCHP
Microchip Technology Inc

Technology
Q3 2019 Filed on Nov 12, 2019
37
$41.81 - $49.92 $1.55K - $1.85K
DG
Dollar General Corp

Consumer Defensive
Q2 2019 Filed on Aug 12, 2019
100
$117.28 - $138.81 $11.7K - $13.9K
PNBK
Patriot National Bancorp Inc

Financial Services
Q2 2019 Filed on Aug 12, 2019
800
$15.08 - $16.49 $12.1K - $13.2K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q2 2019 Filed on Aug 12, 2019
500
$20.8 - $23.31 $10.4K - $11.7K
Dowdupont Inc
Q2 2019 Filed on Aug 12, 2019
10,323
N/A
SGH
Smart Global Holdings, Inc.

Technology
Q2 2019 Filed on Aug 12, 2019
200
$8.52 - $11.49 $1.7K - $2.3K
MEDP
Medpace Holdings, Inc.

Healthcare
Q2 2019 Filed on Aug 12, 2019
200
$53.64 - $65.42 $10.7K - $13.1K
FIVN
Five9, Inc.

Technology
Q2 2019 Filed on Aug 12, 2019
100
$46.9 - $54.93 $4.69K - $5.49K
BYD
Boyd Gaming Corp

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
375
$22.97 - $30.93 $8.61K - $11.6K
Attunity LTD
Q2 2019 Filed on Aug 12, 2019
1,300
N/A
Blackstone Group L P
Q2 2019 Filed on Aug 12, 2019
9,500
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2019 Filed on Aug 12, 2019
100
$81.0 - $90.08 $8.1K - $9.01K
Harris Corp Del
Q2 2019 Filed on Aug 12, 2019
8,081
N/A
Fuelcell Energy Inc
Q2 2019 Filed on Aug 12, 2019
3,000
N/A
Scana Corp New
Q1 2019 Filed on May 10, 2019
300
N/A
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2019 Filed on May 10, 2019
625
$12.04 - $14.41 $7.52K - $9.01K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2019 Filed on May 10, 2019
400
$37.68 - $43.6 $15.1K - $17.4K
Rite Aid Corp
Q1 2019 Filed on May 10, 2019
228,372
N/A
Sanchez Energy Corp
Q1 2019 Filed on May 10, 2019
700
N/A
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2019 Filed on May 10, 2019
90
N/A
Shire PLC
Q1 2019 Filed on May 10, 2019
53
N/A
Hollyfrontier Corp
Q1 2019 Filed on May 10, 2019
300
N/A
Denbury Res Inc
Q1 2019 Filed on May 10, 2019
3,600
N/A
MED
Medifast Inc

Consumer Cyclical
Q1 2019 Filed on May 10, 2019
100
$107.24 - $136.31 $10.7K - $13.6K
ILMN
Illumina, Inc.

Healthcare
Q1 2019 Filed on May 10, 2019
100
$272.57 - $321.18 $27.3K - $32.1K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2019 Filed on May 10, 2019
217
$62.53 - $70.05 $13.6K - $15.2K
HQY
Healthequity, Inc.

Healthcare
Q1 2019 Filed on May 10, 2019
240
$52.86 - $84.51 $12.7K - $20.3K
Hovnanian Enterprises Inc
Q1 2019 Filed on May 10, 2019
5,000
N/A
HMNY
Helios And Matheson Analytics Inc.

Technology
Q1 2019 Filed on May 10, 2019
60,000
N/A
SUM
Summit Materials, Inc.

Basic Materials
Q4 2018 Filed on Feb 11, 2019
3,800
$11.5 - $18.03 $43.7K - $68.5K
TXT
Textron Inc

Industrials
Q4 2018 Filed on Feb 11, 2019
150
$44.16 - $71.82 $6.62K - $10.8K
Aetna Inc New
Q4 2018 Filed on Feb 11, 2019
3,116
N/A
VRNS
Varonis Systems Inc

Technology
Q4 2018 Filed on Feb 11, 2019
1,700
$16.91 - $23.82 $28.7K - $40.5K
Altaba Inc
Q4 2018 Filed on Feb 11, 2019
300
N/A
NOVT
Novanta Inc

Technology
Q4 2018 Filed on Feb 11, 2019
4,750
$56.42 - $77.89 $268K - $370K
Barclays Bank PLC
Q4 2018 Filed on Feb 11, 2019
100
N/A
BECN
Beacon Roofing Supply Inc

Industrials
Q4 2018 Filed on Feb 11, 2019
11,850
$25.31 - $34.91 $300K - $414K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
Q4 2018 Filed on Feb 11, 2019
600
$21.43 - $28.37 $12.9K - $17K
BCC
Boise Cascade CO

Basic Materials
Q4 2018 Filed on Feb 11, 2019
16,650
$22.11 - $35.96 $368K - $599K
Control4 Corp
Q4 2018 Filed on Feb 11, 2019
700
N/A
Rockwell Collins Inc
Q4 2018 Filed on Feb 11, 2019
1,400
N/A
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