Capital Advisors Inc’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Sell |
2,348
-1
| -0% | -$404 | 0.02% | 152 |
|
|
2025
Q1 | $677K | Buy |
2,349
+9
| +0.4% | +$2.59K | 0.01% | 169 |
|
|
2024
Q4 | $678K | Buy |
2,340
+260
| +13% | +$75.3K | 0.01% | 173 |
|
|
2024
Q3 | $351K | Hold |
2,080
| – | – | 0.01% | 229 |
|
|
2024
Q2 | $287K | Buy |
2,080
+360
| +21% | +$49.6K | 0.01% | 253 |
|
|
2024
Q1 | $293K | Buy |
+1,720
| New | +$293K | 0.01% | 248 |
|