SFG
Sterling Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
4,150
-1,337
| -24% | -$665K | 0.69% | 23 |
|
|
2025
Q1 | $2.06M | Buy |
5,487
+1,339
| +32% | +$503K | 0.74% | 21 |
|
|
2024
Q4 | $1.75M | Hold |
4,148
| – | – | 0.65% | 24 |
|
|
2024
Q3 | $1.78M | Sell |
4,148
-28
| -0.7% | -$12K | 0.76% | 18 |
|
|
2024
Q2 | $1.87M | Buy |
4,176
+29
| +0.7% | +$13K | 0.85% | 15 |
|
|
2024
Q1 | $1.74M | Buy |
4,147
+338
| +9% | +$142K | 0.83% | 15 |
|
|
2023
Q4 | $1.43M | Buy |
3,809
+396
| +12% | +$149K | 0.85% | 16 |
|
|
2023
Q3 | $1.08M | Sell |
3,413
-115
| -3% | -$36.3K | 0.68% | 20 |
|
|
2023
Q2 | $1.2M | Buy |
3,528
+9
| +0.3% | +$3.07K | 0.8% | 18 |
|
|
2023
Q1 | $844K | Hold |
3,519
| – | – | 0.65% | 22 |
|
|
2022
Q4 | $844K | Buy |
+3,519
| New | +$844K | 0.65% | 22 |
|