Sigma Planning Corp’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
$2.41M Buy
2025
Q2
$2.72M Buy
2025
Q1
$1.94M Buy
2024
Q4
$1.66M Buy
2024
Q3
$758K Buy
2024
Q2
$522K Buy
2024
Q1
$643K Buy
2022
Q2
Sell
2022
Q1
$992K Sell
2021
Q4
$1.12M Buy
2021
Q3
$1.18M Buy
2021
Q2
Sell
2021
Q1
$558K Buy