Kestra Advisory Services’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18M | Sell |
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|
2025
Q2 | $23.9M | Buy |
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|
2025
Q1 | $16.7M | Sell |
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|
2024
Q4 | $18.7M | Buy |
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|
2024
Q3 | $6.34M | Sell |
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|
2024
Q2 | $7.69M | Buy |
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|
2024
Q1 | $9.1M | Buy |
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|
2023
Q4 | $2.89M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $278K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $721K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $215K | Buy |
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