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SageOak Financial, LLC → STRD

SageOak Financial, LLC STRD Position History

Strategy Inc • Financial Services

Quarters held
10
Latest value
$990K
Q3 2026
Peak value
$1.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q3 2025$855K
Q4 2025$1.6M
Q4 2025$857K
Q1 2026$1.6M
Q1 2026$925K
Q2 2026$1.8M
Q2 2026$990K
Q3 2026$1.9M
Q3 2026$990K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$990K32.6K——
Q3 2026$1.9M64.0K——
Q2 2026$990K30.1K——
Q2 2026$1.8M60.0K——
Q1 2026$925K31.9K——
Q1 2026$1.6M61.1K——
Q4 2025$857K32.3K——
Q4 2025$1.6M60.6K——
Q3 2025$855K32.0K——
Q3 2025$1.6M60.1K——

Other funds holding STRD

Other SageOak Financial, LLC positions

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HONA

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HONA

DIMENSIONAL ETF TRUST

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INSP

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$2.4M
INSP

NORTHERN LTS FD TR IV

$2.2M
INSP

NORTHERN LTS FD TR IV

$1.7M