Sonora Investment Management 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
$66.3M Buy
133,243
+1,374
+1% +$683K 4.92% 1
2025
Q1
$49.5M Buy
131,869
+39
+0% +$14.6K 3.92% 2
2024
Q4
$55.6M Sell
131,830
-81
-0.1% -$34.1K 4.26% 2
2024
Q3
$56.8M Sell
131,911
-2,354
-2% -$1.01M 4.21% 2
2024
Q2
$56.5M Hold
134,265
4.42% 1
2024
Q1
$56.5M Sell
134,265
-637
-0.5% -$268K 4.42% 1
2023
Q4
$50.7M Sell
134,902
-7,808
-5% -$2.94M 4.12% 2
2023
Q3
$45.1M Buy
142,710
+547
+0.4% +$173K 3.86% 2
2023
Q2
$48.4M Sell
142,163
-212
-0.1% -$72.2K 4.06% 2
2023
Q1
$41M Sell
142,375
-590
-0.4% -$170K 3.58% 2
2022
Q4
$34.3M Buy
142,965
+9,048
+7% +$2.17M 3.12% 2
2022
Q3
$34.4M Buy
133,917
+200
+0.1% +$51.4K 4.42% 2
2022
Q2
$34.3M Buy
133,717
+1,612
+1% +$414K 3.25% 2
2022
Q1
$40.7M Buy
132,105
+1,005
+0.8% +$310K 4.61% 2
2021
Q4
$44.1M Buy
+131,100
New +$44.1M 5.12% 2