SFS
Security Financial Services’s Microsoft MSFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.17M | Buy |
6,365
+325
| +5% | +$162K | 0.56% | 41 |
|
2025
Q1 | $2.27M | Buy |
6,040
+11
| +0.2% | +$4.13K | 0.45% | 46 |
|
2024
Q4 | $2.54M | Buy |
6,029
+286
| +5% | +$121K | 0.52% | 42 |
|
2024
Q3 | $2.47M | Buy |
5,743
+109
| +2% | +$46.9K | 0.5% | 40 |
|
2024
Q2 | $2.52M | Buy |
5,634
+159
| +3% | +$71.1K | 0.55% | 39 |
|
2024
Q1 | $2.3M | Buy |
5,475
+128
| +2% | +$53.9K | 0.52% | 42 |
|
2023
Q4 | $2.01M | Sell |
5,347
-37
| -0.7% | -$13.9K | 0.49% | 43 |
|
2023
Q3 | $1.7M | Buy |
5,384
+15
| +0.3% | +$4.74K | 0.48% | 43 |
|
2023
Q2 | $1.83M | Buy |
5,369
+1,188
| +28% | +$405K | 0.52% | 40 |
|
2023
Q1 | $1.21M | Sell |
4,181
-55
| -1% | -$15.9K | 0.37% | 50 |
|
2022
Q4 | $1.02M | Buy |
4,236
+54
| +1% | +$13K | 0.32% | 65 |
|
2022
Q3 | $974K | Sell |
4,182
-19
| -0.5% | -$4.43K | 0.33% | 62 |
|
2022
Q2 | $1.08M | Sell |
4,201
-54
| -1% | -$13.9K | 0.34% | 60 |
|
2022
Q1 | $1.31M | Buy |
4,255
+98
| +2% | +$30.2K | 0.42% | 45 |
|
2021
Q4 | $1.4M | Buy |
+4,157
| New | +$1.4M | 0.47% | 43 |
|