Number of Shares
7,337.00
Current Holdings Value*
$2.12 Mil
% of Portfolio
0.76%
Total Estimate Gain
$718,292.30
% of Total Estimate Gain
30.83%

Sterling Financial Group, Inc.'s Strategy Holding Summary

As of 2025-03-31, Sterling Financial Group, Inc. held 7,337.00 shares of Strategy(MSTR), totaling $2.12 Mil. This investment constitutes 0.76% of their stock portfolio, and Sterling Financial Group, Inc. now holds 0% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2025Q1. And since then Sterling Financial Group, Inc. has made 1 purchases of MSTR, at an average price of $317.51, for a total of 7,337.00 shares. Based on historical transaction data and MSTR's current price of $415.41, Sterling Financial Group, Inc.'s estimated gain on his MSTR holdings is $718,292.30, reflecting a 30.83% gain to date.

Sterling Financial Group, Inc. MSTR ($415.41) Holding Chart

Sterling Financial Group, Inc. MSTR ($415.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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