SBIA
Sheaff Brock Investment Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $23.8M | Sell |
63,287
-211
| -0.3% | -$79.2K | 2.18% | 4 |
|
|
2024
Q4 | $26.8M | Sell |
63,498
-590
| -0.9% | -$249K | 2.33% | 3 |
|
|
2024
Q3 | $27.6M | Sell |
64,088
-310
| -0.5% | -$133K | 2.41% | 4 |
|
|
2024
Q2 | $28.8M | Buy |
64,398
+3,095
| +5% | +$1.38M | 2.67% | 4 |
|
|
2024
Q1 | $25.8M | Sell |
61,303
-11,002
| -15% | -$4.63M | 1.62% | 4 |
|
|
2023
Q4 | $27.2M | Sell |
72,305
-790
| -1% | -$297K | 2.1% | 3 |
|
|
2023
Q3 | $23.1M | Sell |
73,095
-660
| -0.9% | -$208K | 2.09% | 3 |
|
|
2023
Q2 | $25.1M | Sell |
73,755
-3,126
| -4% | -$1.06M | 2.12% | 3 |
|
|
2023
Q1 | $22.2M | Buy |
76,881
+683
| +0.9% | +$197K | 2.04% | 2 |
|
|
2022
Q4 | $18.3M | Buy |
76,198
+6,158
| +9% | +$1.48M | 1.8% | 3 |
|
|
2022
Q3 | $16.3M | Sell |
70,040
-1,820
| -3% | -$424K | 1.75% | 3 |
|
|
2022
Q2 | $18.5M | Sell |
71,860
-340
| -0.5% | -$87.3K | 1.54% | 2 |
|
|
2022
Q1 | $22.3M | Buy |
72,200
+11,729
| +19% | +$3.62M | 1.55% | 5 |
|
|
2021
Q4 | $20.3M | Buy |
60,471
+994
| +2% | +$334K | 1.36% | 5 |
|
|
2021
Q3 | $16.8M | Sell |
59,477
-13,663
| -19% | -$3.85M | 1.23% | 4 |
|
|
2021
Q2 | $19.8M | Buy |
73,140
+17,524
| +32% | +$4.75M | 1.43% | 3 |
|
|
2021
Q1 | $13.1M | Sell |
55,616
-1,373
| -2% | -$324K | 1.03% | 6 |
|
|
2020
Q4 | $12.7M | Buy |
56,989
+33
| +0.1% | +$7.34K | 1.06% | 6 |
|
|
2020
Q3 | $12M | Buy |
56,956
+1,634
| +3% | +$344K | 1.1% | 4 |
|
|
2020
Q2 | $11.3M | Buy |
55,322
+5,514
| +11% | +$1.12M | 1.11% | 4 |
|
|
2020
Q1 | $7.86M | Buy |
49,808
+6,403
| +15% | +$1.01M | 1.04% | 12 |
|
|
2019
Q4 | $6.85M | Sell |
43,405
-1,288
| -3% | -$203K | 0.66% | 25 |
|
|
2019
Q3 | $6.21M | Buy |
44,693
+1,392
| +3% | +$194K | 0.67% | 25 |
|
|
2019
Q2 | $5.8M | Sell |
43,301
-12,397
| -22% | -$1.66M | 0.62% | 28 |
|
|
2019
Q1 | $6.57M | Buy |
55,698
+2,900
| +5% | +$342K | 0.8% | 22 |
|
|
2018
Q4 | $5.36M | Buy |
52,798
+4,969
| +10% | +$505K | 0.84% | 28 |
|
|
2018
Q3 | $5.47M | Sell |
47,829
-9,589
| -17% | -$1.1M | 0.52% | 40 |
|
|
2018
Q2 | $5.66M | Sell |
57,418
-867
| -1% | -$85.5K | 0.55% | 35 |
|
|
2018
Q1 | $5.32M | Sell |
58,285
-795
| -1% | -$72.6K | 0.55% | 36 |
|
|
2017
Q4 | $5.05M | Sell |
59,080
-18,515
| -24% | -$1.58M | 0.66% | 39 |
|
|
2017
Q3 | $5.78M | Buy |
77,595
+13,609
| +21% | +$1.01M | 0.76% | 32 |
|
|
2017
Q2 | $4.41M | Sell |
63,986
-2,794
| -4% | -$193K | 0.58% | 43 |
|
|
2017
Q1 | $4.4M | Sell |
66,780
-10,100
| -13% | -$665K | 0.57% | 43 |
|
|
2016
Q4 | $4.78M | Sell |
76,880
-24,054
| -24% | -$1.49M | 0.6% | 42 |
|
|
2016
Q3 | $5.81M | Sell |
100,934
-13,518
| -12% | -$779K | 0.78% | 27 |
|
|
2016
Q2 | $5.86M | Sell |
114,452
-108,836
| -49% | -$5.57M | 0.74% | 28 |
|
|
2016
Q1 | $12.3M | Sell |
223,288
-3,331
| -1% | -$184K | 1.51% | 6 |
|
|
2015
Q4 | $12.6M | Buy |
+226,619
| New | +$12.6M | 1.42% | 5 |
|