Norris Financial Group, LLC’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.4M Sell
2025
Q4
$13.1M Sell
2025
Q3
$13M Buy
2025
Q2
$11.3M Buy
2025
Q1
$8.58M Sell
2024
Q4
$11.3M Sell
2024
Q3
$16.4M Sell
2024
Q2
$17.9M Sell
2024
Q1
$16.9M Sell
2023
Q4
$16.2M Buy
2023
Q3
$9.77M Buy
2023
Q2
$9.44M Buy
2023
Q1
$2.51M Buy
2022
Q4
$377K Sell
2022
Q3
$497K Sell
2022
Q2
$1.43M Sell
2022
Q1
$1.89M Sell
2021
Q4
$11.9M Buy
2021
Q3
$9.81M Buy
2021
Q2
$7.22M Sell
2021
Q1
$8.93M Buy