Summit Securities Group’s Strategy Inc MSTR Stock Holding History

Summit Securities Group’s Portfolio MSTR Stock Details MSTR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$62K	Buy
2025 Q3	–	Hold
2025 Q1	–	Sell
2024 Q4	$51.3K	Sell
2024 Q3	$50K	Buy
2021 Q3	–	Hold
2021 Q2	–	Hold
2015 Q4	–	Sell
2015 Q3	$1K	Buy
2015 Q1	–	Sell
2014 Q4	$44K	Buy