OCFG
O'Connor Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
2,490
+213
| +9% | +$106K | 0.55% | 26 |
|
|
2025
Q1 | $855K | Buy |
2,277
+20
| +0.9% | +$7.51K | 0.44% | 26 |
|
|
2024
Q4 | $951K | Buy |
2,257
+41
| +2% | +$17.3K | 0.5% | 26 |
|
|
2024
Q3 | $954K | Sell |
2,216
-8
| -0.4% | -$3.44K | 0.5% | 26 |
|
|
2024
Q2 | $994K | Buy |
2,224
+10
| +0.5% | +$4.47K | 0.58% | 26 |
|
|
2024
Q1 | $931K | Buy |
2,214
+29
| +1% | +$12.2K | 0.56% | 25 |
|
|
2023
Q4 | $822K | Sell |
2,185
-6
| -0.3% | -$2.26K | 0.51% | 31 |
|
|
2023
Q3 | $692K | Buy |
2,191
+31
| +1% | +$9.79K | 0.47% | 33 |
|
|
2023
Q2 | $736K | Buy |
2,160
+70
| +3% | +$23.8K | 0.51% | 32 |
|
|
2023
Q1 | $603K | Buy |
+2,090
| New | +$603K | 0.45% | 33 |
|