Summit Financial’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
$1.45M Buy
3,582
+2,767
+340% +$1.12M 0.03% 347
2025
Q1
$235K Buy
815
+41
+5% +$11.8K 0.01% 661
2024
Q4
$224K Buy
+774
New +$224K 0.01% 599