SFG
Socha Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-496
| Closed | -$209K | – | 24 |
|
|
2024
Q4 | $209K | Buy |
+496
| New | +$209K | 0.1% | 24 |
|
|
2024
Q2 | – | Sell |
-965
| Closed | -$406K | – | 24 |
|
|
2024
Q1 | $406K | Buy |
965
+10
| +1% | +$4.21K | 0.18% | 19 |
|
|
2023
Q4 | $359K | Buy |
955
+13
| +1% | +$4.89K | 0.17% | 20 |
|
|
2023
Q3 | $298K | Sell |
942
-11
| -1% | -$3.48K | 0.16% | 19 |
|
|
2023
Q2 | $325K | Buy |
+953
| New | +$325K | 0.17% | 18 |
|