SFG
Steward Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.21M | Buy |
3,837
+35
| +0.9% | +$11K | 0.39% | 20 |
|
|
2023
Q2 | $1.29M | Buy |
+3,802
| New | +$1.29M | 0.41% | 20 |
|
|
2022
Q4 | – | Sell |
-2,779
| Closed | -$647K | – | 713 |
|
|
2022
Q3 | $647K | Buy |
2,779
+439
| +19% | +$102K | 0.48% | 19 |
|
|
2022
Q2 | $601K | Buy |
2,340
+373
| +19% | +$95.8K | 0.5% | 16 |
|
|
2022
Q1 | $606K | Buy |
1,967
+985
| +100% | +$303K | 0.54% | 10 |
|
|
2021
Q4 | $330K | Buy |
+982
| New | +$330K | 0.3% | 21 |
|