Financial Advocates Investment Management’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 | $5.26M | Sell |
13,011
-129
| -1% | -$52.1K | 0.43% | 43 |
|
|
2025
Q1 | $3.79M | Buy |
13,140
+818
| +7% | +$236K | 0.27% | 85 |
|
|
2024
Q4 | $3.57M | Sell |
12,322
-611
| -5% | -$177K | 0.2% | 109 |
|
|
2024
Q3 | $2.18M | Buy |
12,933
+4,483
| +53% | +$756K | 0.12% | 169 |
|
|
2024
Q2 | $1.16M | Buy |
8,450
+1,830
| +28% | +$252K | 0.07% | 256 |
|
|
2024
Q1 | $1.13M | Buy |
6,620
+1,320
| +25% | +$225K | 0.07% | 288 |
|
|
2023
Q4 | $335K | Sell |
5,300
-1,130
| -18% | -$71.4K | 0.02% | 518 |
|
|
2023
Q3 | $211K | Hold |
6,430
| – | – | 0.02% | 640 |
|
|
2023
Q2 | $220K | Buy |
+6,430
| New | +$220K | 0.02% | 618 |
|
|
2022
Q2 | – | Sell |
-4,740
| Closed | -$231K | – | 751 |
|
|
2022
Q1 | $231K | Buy |
4,740
+1,150
| +32% | +$56K | 0.02% | 649 |
|
|
2021
Q4 | $200K | Buy |
+3,590
| New | +$200K | 0.01% | 729 |
|
|
2021
Q2 | – | Sell |
-3,000
| Closed | -$204K | – | 787 |
|
|
2021
Q1 | $204K | Buy |
+3,000
| New | +$204K | 0.01% | 694 |
|