Stifel Financial’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.7M | Sell |
173,806
-20,244
| -10% | -$2.89M | 0.02% | 607 |
|
|
2025
Q4 | $29.5M | Sell |
194,050
-3,922
| -2% | -$903K | 0.03% | 506 |
|
|
2025
Q3 | $63.8M | Sell |
197,972
-47,526
| -19% | -$17.6M | 0.06% | 312 |
|
|
2025
Q2 | $99.2M | Sell |
245,498
-567
| -0.2% | -$207K | 0.1% | 210 |
|
|
2025
Q1 | $70.9M | Buy |
246,065
+19,755
| +9% | +$6.27M | 0.08% | 258 |
|
|
2024
Q4 | $65.5M | Buy |
226,310
+32,470
| +17% | +$9.77M | 0.07% | 271 |
|
|
2024
Q3 | $32.7M | Buy |
193,840
+35,760
| +23% | +$5.11M | 0.03% | 418 |
|
|
2024
Q2 | $21.8M | Buy |
158,080
+27,860
| +21% | +$4.01M | 0.02% | 512 |
|
|
2024
Q1 | $22.2M | Sell |
130,220
-21,620
| -14% | -$1.97M | 0.03% | 513 |
|
|
2023
Q4 | $9.59M | Buy |
151,840
+95,140
| +168% | +$4.51M | 0.01% | 786 |
|
|
2023
Q3 | $1.86M | Buy |
56,700
+33,130
| +141% | +$1.25M | ﹤0.01% | 1638 |
|
|
2023
Q2 | $807K | Buy |
23,570
+2,670
| +13% | +$80.9K | ﹤0.01% | 2212 |
|
|
2023
Q1 | $611K | Sell |
20,900
-3,250
| -13% | -$79.3K | ﹤0.01% | 2405 |
|
|
2022
Q4 | $342K | Sell |
24,150
-15,710
| -39% | -$321K | ﹤0.01% | 2675 |
|
|
2022
Q3 | $846K | Sell |
39,860
-9,360
| -19% | -$235K | ﹤0.01% | 2085 |
|
|
2022
Q2 | $809K | Sell |
49,220
-1,640
| -3% | -$47.4K | ﹤0.01% | 2147 |
|
|
2022
Q1 | $2.47M | Buy |
50,860
+5,820
| +13% | +$252K | ﹤0.01% | 1477 |
|
|
2021
Q4 | $2.45M | Sell |
45,040
-3,790
| -8% | -$261K | ﹤0.01% | 1468 |
|
|
2021
Q3 | $2.83M | Buy |
48,830
+23,280
| +91% | +$1.49M | ﹤0.01% | 1351 |
|
|
2021
Q2 | $1.7M | Sell |
25,550
-10,160
| -28% | -$601K | ﹤0.01% | 1729 |
|
|
2021
Q1 | $2.42M | Buy |
35,710
+19,540
| +121% | +$1.38M | ﹤0.01% | 1402 |
|
|
2020
Q4 | $629K | Buy |
+16,170
| New | +$378K | ﹤0.01% | 2169 |
|
|
2019
Q4 | – | Sell |
-176,500
| Closed | -$2.62M | – | 3060 |
|
|
2019
Q3 | $2.62M | Buy |
176,500
+4,710
| +3% | +$64.5K | 0.01% | 1143 |
|
|
2019
Q2 | $2.46M | Buy |
+171,790
| New | +$2.43M | 0.01% | 1207 |
|
|
2017
Q3 | – | Sell |
-15,870
| Closed | -$307K | – | 2618 |
|
|
2017
Q2 | $307K | Buy |
+15,870
| New | +$295K | ﹤0.01% | 2120 |
|
Other funds holding MSTR
VPM
VCM
