RFA
Resurgent Financial Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
22,537
+582
| +3% | +$289K | 6.15% | 1 |
|
|
2025
Q1 | $8.24M | Buy |
21,955
+135
| +0.6% | +$50.7K | 4.95% | 2 |
|
|
2024
Q4 | $9.2M | Sell |
21,820
-618
| -3% | -$260K | 5.41% | 2 |
|
|
2024
Q3 | $9.65M | Buy |
22,438
+255
| +1% | +$110K | 5.64% | 1 |
|
|
2024
Q2 | $9.91M | Sell |
22,183
-1,381
| -6% | -$617K | 6.16% | 1 |
|
|
2024
Q1 | $9.91M | Buy |
23,564
+669
| +3% | +$281K | 5.28% | 1 |
|
|
2023
Q4 | $8.61M | Buy |
22,895
+47
| +0.2% | +$17.7K | 5.29% | 1 |
|
|
2023
Q3 | $7.21M | Sell |
22,848
-587
| -3% | -$185K | 4.91% | 2 |
|
|
2023
Q2 | $7.98M | Sell |
23,435
-2,358
| -9% | -$803K | 5.27% | 2 |
|
|
2023
Q1 | $7.44M | Sell |
25,793
-3,536
| -12% | -$1.02M | 4.95% | 1 |
|
|
2022
Q4 | $7.03M | Buy |
29,329
+164
| +0.6% | +$39.3K | 3.71% | 1 |
|
|
2022
Q3 | $6.79M | Buy |
29,165
+1,445
| +5% | +$337K | 4.54% | 2 |
|
|
2022
Q2 | $7.12M | Buy |
27,720
+2,987
| +12% | +$767K | 4.56% | 2 |
|
|
2022
Q1 | $7.63M | Buy |
24,733
+5,002
| +25% | +$1.54M | 4.73% | 3 |
|
|
2021
Q4 | $6.64M | Buy |
+19,731
| New | +$6.64M | 5.29% | 3 |
|