Independent Financial Group’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.5M Buy
2025
Q4
$12.3M Buy
2025
Q3
$12.7M Sell
2025
Q2
$18.8M Buy
2025
Q1
$11M Buy
2024
Q4
$8.21M Buy
2024
Q3
$2.68M Buy
2024
Q2
$1.04M Buy
2024
Q1
$873K Sell
2023
Q4
$3.08M Buy