Summit Financial’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.1M | Buy |
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|
2025
Q1 | $32.7M | Buy |
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|
2024
Q4 | $19.2M | Buy |
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|
2024
Q3 | $16.6M | Buy |
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|
2024
Q2 | $14.8M | Buy |
|
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $9.43M | Buy |
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|
2023
Q3 | $5.33M | Buy |
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|
2023
Q2 | $5.37M | Buy |
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|
2023
Q1 | $3.83M | Sell |
|
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|
2022
Q4 | $3.58M | Sell |
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|
2022
Q3 | $5.81M | Buy |
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|
2022
Q2 | $4.78M | Buy |
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|
2022
Q1 | $5.42M | Buy |
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|
2021
Q4 | $3.86M | Buy |
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|
2021
Q3 | $692K | Buy |
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