LRI Investments’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
55,188
+837
| +2% | +$218K | 1.22% | 16 |
|
|
2025
Q1 | $10.5M | Sell |
54,351
-966
| -2% | -$187K | 1.02% | 16 |
|
|
2024
Q4 | $12.2M | Sell |
55,317
-358
| -0.6% | -$79.2K | 1.18% | 13 |
|
|
2024
Q3 | $12.5M | Buy |
55,675
+28,352
| +104% | +$6.39M | 1.22% | 13 |
|
|
2024
Q2 | $12.2M | Buy |
27,323
+10,204
| +60% | +$4.56M | 1.39% | 12 |
|
|
2024
Q1 | $7.2M | Buy |
+17,119
| New | +$7.2M | 1.82% | 11 |
|