Sandbox Financial Partners’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
2025
Q3
$8.76M Buy
2025
Q2
$7.83M Buy
2025
Q1
$6.53M Sell
2024
Q4
$7.25M Buy
2024
Q3
$6.38M Buy
2024
Q2
$5.89M Buy
2024
Q1
$5.05M Buy
2023
Q4
$4.43M Buy
2023
Q3
$545K Buy
2023
Q2
$467K Sell
2023
Q1
$432K Buy
2022
Q4
$335K Sell
2022
Q3
$413K Sell
2022
Q2
$509K Sell
2022
Q1
$663K Buy
2021
Q4
$716K Buy
2021
Q3
$613K Sell
2021
Q2
$699K Buy
2021
Q1
$536K Buy
2020
Q4
$495K Buy