SFG Wealth Management’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
$1.02M Buy
2025
Q2
Sell
2025
Q1
$798K Sell
2024
Q4
$885K Buy
2024
Q3
$774K Buy
2024
Q2
$715K Sell
2024
Q1
$665K Buy
2023
Q4
$609K Buy
2023
Q3
$337K Sell
2023
Q2
$359K Sell
2023
Q1
$324K Sell
2022
Q4
$902K Sell
2022
Q3
$1.67M Buy
2022
Q2
$1.73M Sell
2022
Q1
$2.29M Sell
2021
Q4
$4.91M Buy