Seamount Financial Group’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
7,395
+796
| +12% | +$439K | 2.1% | 11 |
|
|
2025
Q1 | $3.09M | Buy |
6,599
+648
| +11% | +$304K | 2.11% | 12 |
|
|
2024
Q4 | $3.04M | Buy |
5,951
+582
| +11% | +$298K | 2.1% | 10 |
|
|
2024
Q3 | $2.62M | Buy |
5,369
+120
| +2% | +$58.6K | 1.97% | 13 |
|
|
2024
Q2 | $2.52M | Buy |
5,249
+273
| +5% | +$131K | 2.05% | 14 |
|
|
2024
Q1 | $2.21M | Buy |
4,976
+617
| +14% | +$274K | 1.94% | 15 |
|
|
2023
Q4 | $1.79M | Buy |
+4,359
| New | +$1.79M | 1.71% | 21 |
|