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Lockerman Financial Group’s Microsoft MSFT Stock Holding History

Lockerman Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$550K Buy
1,474
+107
+8% +$43.3K 0.84% 34
2026
Q1 		$506K Sell
1,367
-43
-3% -$18K 0.91% 34
2025
Q4 		$682K Sell
1,410
-3,234
-70% -$1.62M 1.31% 18
2025
Q3 		$2.41M Buy
4,644
+475
+11% +$242K 3.03% 4
2025
Q2 		$2.07M Buy
4,169
+15
+0.4% +$6.51K 2.79% 6
2025
Q1 		$1.56M Sell
4,154
-31
-0.7% -$12.6K 2.36% 10
2024
Q4 		$1.76M Buy
4,185
+27
+0.6% +$11.5K 3% 5
2024
Q3 		$1.79M Buy
4,158
+81
+2% +$34.6K 3.03% 5
2024
Q2 		$1.82M Sell
4,077
-4
-0.1% -$1.69K 3.31% 3
2024
Q1 		$1.72M Buy
4,081
+464
+13% +$188K 3.28% 3
2023
Q4 		$1.36M Buy
3,617
+58
+2% +$20.6K 3.15% 4
2023
Q3 		$1.12M Sell
3,559
-39
-1% -$12.9K 3.02% 6
2023
Q2 		$1.23M Sell
3,598
-7
-0.2% -$2.19K 3.4% 5
2023
Q1 		$1.04M Buy
3,605
+45
+1% +$11.5K 2.86% 8
2022
Q4 		$854K Buy
3,560
+75
+2% +$18K 2.49% 11
2022
Q3 		$812K Buy
3,485
+261
+8% +$68.9K 2.34% 10
2022
Q2 		$828K Buy
3,224
+23
+0.7% +$6.24K 2.65% 10
2022
Q1 		$987K Buy
3,201
+238
+8% +$71.6K 2.67% 10
2021
Q4 		$996K Buy
+2,963
New +$961K 2.61% 10

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