Kovack Advisors’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 | $300K | Sell |
742
-18
| -2% | -$7.28K | 0.03% | 461 |
|
2025
Q1 | $219K | Hold |
760
| – | – | 0.02% | 512 |
|
2024
Q4 | $220K | Buy |
+760
| New | +$220K | 0.02% | 542 |
|
2024
Q3 | – | Sell |
-8,860
| Closed | -$1.22M | – | 609 |
|
2024
Q2 | $1.22M | Buy |
8,860
+5,370
| +154% | +$740K | 0.13% | 149 |
|
2024
Q1 | $595K | Buy |
+3,490
| New | +$595K | 0.07% | 227 |
|