Kestra Investment Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$43.5M	Buy	99,179 +51,115	+106%	+$22.4M	0.67%	36
2025 Q1	$18M	Buy	48,064 +3,869	+9%	+$1.45M	0.57%	39
2024 Q4	$18.6M	Buy	44,195 +2,571	+6%	+$1.08M	0.73%	35
2024 Q3	$17.9M	Buy	41,624 +1,079	+3%	+$464K	0.77%	34
2024 Q2	$18.1M	Buy	+40,545	New	+$18.1M	1.23%	24