Steward Partners Investment Advisory’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 | $4.46M | Buy |
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|
2025
Q2 | $5.55M | Buy |
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|
2025
Q1 | $2.85M | Buy |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $842K | Buy |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $56.8K | Buy |
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|
2023
Q3 | $8.54K | Buy |
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|
2023
Q2 | $1.71K | Hold |
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|
2023
Q1 | $1.46K | Hold |
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|
2022
Q4 | $708 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $30K | Sell |
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|
2021
Q3 | $90K | Buy |
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|
2021
Q2 | $100K | Buy |
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|
2021
Q1 | $98.4K | Buy |
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|
2020
Q4 | $39K | Buy |
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