Summit Securities Group’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-38
Closed -$13K 701
2024
Q4
$13K Buy
+38
New +$13K ﹤0.01% 299
2024
Q3
Sell
-31
Closed -$12K 511
2024
Q2
$12K Buy
+31
New +$12K ﹤0.01% 304
2024
Q1
Sell
-18
Closed -$5K 392
2023
Q4
$5K Sell
18
-7
-28% -$1.94K ﹤0.01% 359
2023
Q3
$4K Buy
+25
New +$4K ﹤0.01% 318
2023
Q1
Hold
0
727
2022
Q4
Sell
-532
Closed -$88K 942
2022
Q3
$88K Buy
+532
New +$88K 0.01% 374
2022
Q2
Sell
-856
Closed -$194K 758
2022
Q1
$194K Buy
+856
New +$194K 0.02% 236
2021
Q4
Hold
0
406
2021
Q3
Hold
0
362
2021
Q2
Sell
-5,645
Closed -$1.03M 361
2021
Q1
$1.03M Buy
+5,645
New +$1.03M 0.11% 86
2020
Q4
Hold
0
282
2020
Q3
Hold
0
184