SFS
Sowell Financial Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.3M | Sell |
153,384
-210
| -0.1% | -$104K | 3.11% | 2 |
|
|
2025
Q1 | $57.7M | Sell |
153,594
-2,558
| -2% | -$960K | 2.62% | 2 |
|
|
2024
Q4 | $65.8M | Buy |
156,152
+15,466
| +11% | +$6.52M | 3.46% | 2 |
|
|
2024
Q3 | $60.5M | Sell |
140,686
-12,504
| -8% | -$5.38M | 2.81% | 3 |
|
|
2024
Q2 | $68.5M | Buy |
153,190
+3,847
| +3% | +$1.72M | 3.27% | 2 |
|
|
2024
Q1 | $62.8M | Buy |
149,343
+2,710
| +2% | +$1.14M | 2.96% | 3 |
|
|
2023
Q4 | $55.1M | Buy |
146,633
+10,370
| +8% | +$3.9M | 2.99% | 4 |
|
|
2023
Q3 | $43M | Buy |
136,263
+8,019
| +6% | +$2.53M | 2.7% | 4 |
|
|
2023
Q2 | $43.7M | Buy |
128,244
+24,328
| +23% | +$8.28M | 2.43% | 5 |
|
|
2023
Q1 | $30M | Sell |
103,916
-28,391
| -21% | -$8.19M | 2.31% | 4 |
|
|
2022
Q4 | $31.7M | Buy |
132,307
+17,943
| +16% | +$4.3M | 2.05% | 5 |
|
|
2022
Q3 | $26.6M | Sell |
114,364
-2,439
| -2% | -$568K | 2.69% | 4 |
|
|
2022
Q2 | $30M | Buy |
116,803
+74,927
| +179% | +$19.2M | 2.77% | 6 |
|
|
2022
Q1 | $11.7M | Sell |
41,876
-62,028
| -60% | -$17.3M | 2.05% | 10 |
|
|
2021
Q4 | $34.9M | Sell |
103,904
-21,360
| -17% | -$7.18M | 2% | 8 |
|
|
2021
Q3 | $35.3M | Sell |
125,264
-19,121
| -13% | -$5.39M | 2.38% | 7 |
|
|
2021
Q2 | $39.1M | Sell |
144,385
-61,785
| -30% | -$16.7M | 2.59% | 5 |
|
|
2021
Q1 | $51.5M | Sell |
206,170
-4,255
| -2% | -$1.06M | 1.79% | 5 |
|
|
2020
Q4 | $46.8M | Buy |
210,425
+6,500
| +3% | +$1.45M | 2% | 5 |
|
|
2020
Q3 | $42.9M | Buy |
203,925
+4,862
| +2% | +$1.02M | 2.14% | 4 |
|
|
2020
Q2 | $40.5M | Buy |
199,063
+9,172
| +5% | +$1.87M | 2.23% | 3 |
|
|
2020
Q1 | $29.9M | Buy |
189,891
+13,287
| +8% | +$2.1M | 2.22% | 3 |
|
|
2019
Q4 | $27.9M | Buy |
176,604
+7,119
| +4% | +$1.12M | 2.12% | 5 |
|
|
2019
Q3 | $23.6M | Buy |
+169,485
| New | +$23.6M | 1.95% | 5 |
|
|
2019
Q1 | $18.5M | Sell |
156,797
-9,719
| -6% | -$1.15M | 2.06% | 5 |
|
|
2018
Q4 | $16.9M | Sell |
166,516
-5,402
| -3% | -$549K | 2.4% | 3 |
|
|
2018
Q3 | $19.7M | Buy |
171,918
+952
| +0.6% | +$109K | 2.85% | 3 |
|
|
2018
Q2 | $18.5M | Buy |
170,966
+12,604
| +8% | +$1.36M | 3.93% | 2 |
|
|
2018
Q1 | $14.8M | Sell |
158,362
-12,785
| -7% | -$1.2M | 3.7% | 2 |
|
|
2017
Q4 | $15.4M | Buy |
171,147
+8,707
| +5% | +$784K | 3.77% | 2 |
|
|
2017
Q3 | $13.5M | Sell |
162,440
-6,592
| -4% | -$548K | 3.52% | 2 |
|
|
2017
Q2 | $12.3M | Buy |
169,032
+3,765
| +2% | +$274K | 3.49% | 2 |
|
|
2017
Q1 | $11.4M | Buy |
165,267
+3,439
| +2% | +$236K | 3.36% | 2 |
|
|
2016
Q4 | $10.4M | Buy |
+161,828
| New | +$10.4M | 3.5% | 2 |
|