Cetera Investment Advisers’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 | $50.4M | Buy |
124,569
+7,000
| +6% | +$2.83M | 0.09% | 233 |
|
|
2025
Q1 | $33.9M | Buy |
117,569
+17,089
| +17% | +$4.93M | 0.07% | 302 |
|
|
2024
Q4 | $29.1M | Sell |
100,480
-18,585
| -16% | -$5.38M | 0.06% | 324 |
|
|
2024
Q3 | $20.1M | Buy |
119,065
+56,505
| +90% | +$9.53M | 0.04% | 415 |
|
|
2024
Q2 | $8.62M | Buy |
62,560
+10,340
| +20% | +$1.42M | 0.02% | 735 |
|
|
2024
Q1 | $8.9M | Buy |
+52,220
| New | +$8.9M | 0.02% | 707 |
|
|
2021
Q3 | – | Sell |
-5,260
| Closed | -$350K | – | 1829 |
|
|
2021
Q2 | $350K | Buy |
+5,260
| New | +$350K | 0.01% | 1317 |
|