Allegheny Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
2025
Q1
$862K Buy
2024
Q4
$903K Buy
2024
Q3
$829K Buy
2024
Q2
$809K Buy
2024
Q1
$439K Sell
2023
Q4
$437K Buy
2023
Q3
$252K Buy
2023
Q2
$220K Sell
2023
Q1
$218K Buy
2022
Q1
Sell
2021
Q4
$213K Buy