Oxford Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Sell |
43,269
-1,441
| -3% | -$717K | 1.28% | 16 |
|
|
2025
Q1 | $16.8M | Sell |
44,710
-2,603
| -6% | -$977K | 1.18% | 15 |
|
|
2024
Q4 | $19.9M | Sell |
47,313
-12,589
| -21% | -$5.31M | 1.29% | 16 |
|
|
2024
Q3 | $25.8M | Buy |
59,902
+731
| +1% | +$315K | 1.63% | 15 |
|
|
2024
Q2 | $26.4M | Buy |
59,171
+41,649
| +238% | +$18.6M | 1.74% | 15 |
|
|
2024
Q1 | $7.37M | Buy |
17,522
+484
| +3% | +$204K | 0.51% | 27 |
|
|
2023
Q4 | $6.41M | Sell |
17,038
-104
| -0.6% | -$39.1K | 0.47% | 30 |
|
|
2023
Q3 | $5.41M | Sell |
17,142
-1,595
| -9% | -$504K | 0.47% | 31 |
|
|
2023
Q2 | $6.38M | Buy |
18,737
+5,446
| +41% | +$1.85M | 0.61% | 24 |
|
|
2023
Q1 | $3.83M | Buy |
13,291
+1,440
| +12% | +$415K | 0.43% | 29 |
|
|
2022
Q4 | $2.84M | Buy |
11,851
+2,939
| +33% | +$705K | 0.33% | 34 |
|
|
2022
Q3 | $2.08M | Sell |
8,912
-1,574
| -15% | -$367K | 0.31% | 32 |
|
|
2022
Q2 | $2.69M | Buy |
10,486
+733
| +8% | +$188K | 0.4% | 29 |
|
|
2022
Q1 | $3.01M | Sell |
9,753
-4,831
| -33% | -$1.49M | 0.38% | 29 |
|
|
2021
Q4 | $4.91M | Buy |
14,584
+3,939
| +37% | +$1.32M | 0.55% | 25 |
|
|
2021
Q3 | $3M | Buy |
10,645
+306
| +3% | +$86.3K | 0.38% | 30 |
|
|
2021
Q2 | $2.8M | Sell |
10,339
-1,652
| -14% | -$448K | 0.38% | 29 |
|
|
2021
Q1 | $2.83M | Sell |
11,991
-371
| -3% | -$87.5K | 0.39% | 27 |
|
|
2020
Q4 | $2.75M | Buy |
12,362
+262
| +2% | +$58.3K | 0.4% | 27 |
|
|
2020
Q3 | $2.55M | Sell |
12,100
-297
| -2% | -$62.5K | 0.41% | 28 |
|
|
2020
Q2 | $2.52M | Sell |
12,397
-308
| -2% | -$62.7K | 0.43% | 29 |
|
|
2020
Q1 | $2M | Buy |
+12,705
| New | +$2M | 0.4% | 30 |
|