Sowell Financial Services’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
4,152
-587
| -12% | -$237K | 0.07% | 300 |
|
|
2025
Q1 | $1.37M | Buy |
+4,739
| New | +$1.37M | 0.06% | 310 |
|
|
2021
Q2 | – | Sell |
-1,910
| Closed | -$116K | – | 1903 |
|
|
2021
Q1 | $116K | Sell |
1,910
-330
| -15% | -$20K | ﹤0.01% | 1304 |
|
|
2020
Q4 | $87K | Buy |
2,240
+1,000
| +81% | +$38.8K | ﹤0.01% | 1206 |
|
|
2020
Q3 | $19K | Buy |
1,240
+340
| +38% | +$5.21K | ﹤0.01% | 1583 |
|
|
2020
Q2 | $11K | Buy |
900
+50
| +6% | +$611 | ﹤0.01% | 1663 |
|
|
2020
Q1 | $10K | Buy |
850
+230
| +37% | +$2.71K | ﹤0.01% | 1609 |
|
|
2019
Q4 | $9K | Hold |
620
| – | – | ﹤0.01% | 1719 |
|
|
2019
Q3 | $9K | Buy |
+620
| New | +$9K | ﹤0.01% | 1567 |
|