STRA STRA

Ownership history in Castleview Partners, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Castleview Partners, LLC reported a position in STRA (STRA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.28% (2023 Q1)
Avg. % of fund
0.19%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,735 -534 -16.3% 0.13% $235K $84.73
2025 Q2 REDUCED 3,269 -45 -1.4% 0.18% $278K $83.25
2025 Q1 REDUCED 3,314 -216 -6.1% 0.19% $278K $81.55
2024 Q4 ADDED 3,530 +73 +2.1% 0.19% $327K $90.08
2024 Q3 UNCHANGED 3,457 0% 0.22% $383K $88.70
2024 Q2 ADDED 3,457 +247 +7.7% 0.22% $383K $105.39
2024 Q1 ADDED 3,210 +40 +1.3% 0.19% $334K $98.64
2023 Q4 REDUCED 3,170 -628 -16.5% 0.21% $293K $87.01
2023 Q3 ADDED 3,798 +55 +1.5% 0.26% $286K $70.41
2023 Q2 ADDED 3,743 +175 +4.9% 0.23% $254K $62.99
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STRA price (monthly, adj. close)
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