SFG
Sovereign Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Sell |
15,119
-402
| -3% | -$200K | 1.55% | 14 |
|
|
2025
Q1 | $5.83M | Buy |
15,521
+866
| +6% | +$325K | 1.34% | 15 |
|
|
2024
Q4 | $6.18M | Buy |
14,655
+277
| +2% | +$117K | 1.42% | 16 |
|
|
2024
Q3 | $6.19M | Sell |
14,378
-466
| -3% | -$201K | 1.45% | 15 |
|
|
2024
Q2 | $6.63M | Buy |
14,844
+1,162
| +8% | +$519K | 1.65% | 13 |
|
|
2024
Q1 | $5.76M | Buy |
13,682
+779
| +6% | +$328K | 1.53% | 13 |
|
|
2023
Q4 | $4.85M | Sell |
12,903
-98
| -0.8% | -$36.9K | 1.48% | 14 |
|
|
2023
Q3 | $4.1M | Sell |
13,001
-1,901
| -13% | -$600K | 1.46% | 14 |
|
|
2023
Q2 | $5.07M | Buy |
14,902
+2,250
| +18% | +$766K | 1.65% | 12 |
|
|
2023
Q1 | $3.65M | Buy |
12,652
+599
| +5% | +$173K | 1.35% | 17 |
|
|
2022
Q4 | $2.89M | Buy |
12,053
+3,356
| +39% | +$805K | 1.14% | 19 |
|
|
2022
Q3 | $2.03M | Buy |
8,697
+138
| +2% | +$32.1K | 0.82% | 26 |
|
|
2022
Q2 | $2.2M | Sell |
8,559
-202
| -2% | -$51.9K | 0.87% | 27 |
|
|
2022
Q1 | $2.7M | Buy |
8,761
+1,513
| +21% | +$466K | 1% | 22 |
|
|
2021
Q4 | $2.44M | Buy |
7,248
+1,461
| +25% | +$491K | 0.98% | 22 |
|
|
2021
Q3 | $1.63M | Buy |
5,787
+316
| +6% | +$89.1K | 0.94% | 23 |
|
|
2021
Q2 | $1.29M | Hold |
5,471
| – | – | 0.78% | 35 |
|
|
2021
Q1 | $1.29M | Buy |
5,471
+1,724
| +46% | +$407K | 0.81% | 33 |
|
|
2020
Q4 | $833K | Buy |
+3,747
| New | +$833K | 0.6% | 44 |
|