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
2025
Q2
$23.9M Buy
2025
Q1
$16.7M Sell
2024
Q4
$18.7M Buy
2024
Q3
$6.34M Sell
2024
Q2
$7.69M Buy
2024
Q1
$9.1M Buy
2023
Q4
$2.89M Buy
2023
Q3
$1.25M Buy
2023
Q2
$278K Buy
2022
Q4
Sell
2022
Q3
$721K Buy
2021
Q2
Sell
2021
Q1
$287K Sell
2020
Q4
$215K Buy