Souders Financial Advisors’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
$812K Sell
2025
Q2
$877K Buy
2025
Q1
$728K Buy
2024
Q4
$735K Buy
2024
Q3
$684K Buy
2024
Q2
$573K Sell
2024
Q1
$562K Sell
2023
Q4
$535K Sell
2023
Q3
$496K Buy
2023
Q2
$499K Sell
2023
Q1
$437K Sell
2022
Q4
$411K Buy
2022
Q3
$370K Sell
2022
Q2
$407K Buy
2022
Q1
$463K Buy
2021
Q4
$403K Buy
2021
Q3
$311K Buy
2021
Q2
$301K Buy
2021
Q1
$262K Buy
2020
Q4
$200K Buy