LIG
Lokken Investment Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Buy |
13,112
+310
| +2% | +$154K | 2.51% | 11 |
|
|
2025
Q1 | $4.81M | Sell |
12,802
-547
| -4% | -$205K | 2.03% | 14 |
|
|
2024
Q4 | $5.63M | Sell |
13,349
-312
| -2% | -$132K | 2.43% | 13 |
|
|
2024
Q3 | $5.88M | Buy |
13,661
+432
| +3% | +$186K | 2.45% | 8 |
|
|
2024
Q2 | $5.91M | Buy |
13,229
+547
| +4% | +$244K | 2.78% | 6 |
|
|
2024
Q1 | $5.34M | Sell |
12,682
-2
| -0% | -$841 | 2.66% | 8 |
|
|
2023
Q4 | $4.77M | Buy |
12,684
+286
| +2% | +$108K | 2.7% | 9 |
|
|
2023
Q3 | $3.91M | Buy |
12,398
+118
| +1% | +$37.3K | 2.57% | 10 |
|
|
2023
Q2 | $4.18M | Sell |
12,280
-40
| -0.3% | -$13.6K | 2.73% | 9 |
|
|
2023
Q1 | $3.55M | Buy |
12,320
+20
| +0.2% | +$5.77K | 2.7% | 9 |
|
|
2022
Q4 | $2.95M | Buy |
12,300
+290
| +2% | +$69.5K | 2.33% | 12 |
|
|
2022
Q3 | $2.8M | Buy |
12,010
+34
| +0.3% | +$7.92K | 2.41% | 11 |
|
|
2022
Q2 | $3.08M | Buy |
11,976
+41
| +0.3% | +$10.5K | 2.49% | 10 |
|
|
2022
Q1 | $3.31M | Sell |
11,935
-157
| -1% | -$43.6K | 2.63% | 11 |
|
|
2021
Q4 | $4.07M | Sell |
12,092
-164
| -1% | -$55.2K | 2.9% | 7 |
|
|
2021
Q3 | $3.46M | Sell |
12,256
-182
| -1% | -$51.3K | 2.74% | 9 |
|
|
2021
Q2 | $3.37M | Buy |
12,438
+543
| +5% | +$147K | 2.74% | 8 |
|
|
2021
Q1 | $2.8M | Sell |
11,895
-504
| -4% | -$119K | 2.48% | 11 |
|
|
2020
Q4 | $2.76M | Buy |
+12,399
| New | +$2.76M | 2.52% | 10 |
|