Stonegate Investment Group’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
$1.35M Buy
2025
Q2
$1.69M Hold
2025
Q1
$1.21M Sell
2024
Q4
$1.34M Buy
2024
Q3
$661K Buy
2024
Q2
$523K Buy
2024
Q1
$614K Hold
2023
Q4
$227K Buy
2023
Q1
Sell
2022
Q4
$235K Sell
2022
Q3
$902K Buy
2022
Q2
$641K Buy
2022
Q1
$1.15M Buy
2021
Q4
$1.23M Buy