Capital Advisors Inc’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$701K Sell
2025
Q2
$949K Sell
2025
Q1
$677K Buy
2024
Q4
$678K Buy
2024
Q3
$351K Hold
2024
Q2
$287K Buy
2024
Q1
$293K Buy