Summit Securities Group’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
Q1 | – | Sell |
-177
| Closed | -$51.3K | – | 847 |
|
|
2024
Q4 | $51.3K | Sell |
177
-119
| -40% | -$34.5K | 0.01% | 183 |
|
|
2024
Q3 | $50K | Buy |
+296
| New | +$50K | 0.01% | 132 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 429 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 419 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$1K | – | 335 |
|
|
2015
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 274 |
|
|
2015
Q1 | – | Sell |
-2,740
| Closed | -$44K | – | 459 |
|
|
2014
Q4 | $44K | Buy |
+2,740
| New | +$44K | 0.01% | 306 |
|