Stifel Financial
MSFT icon

Stifel Financial’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.56B Sell
7,162,674
-1,005
-0% -$500K 3.47% 1
2025
Q1
$2.69B Buy
7,163,679
+9,166
+0.1% +$3.44M 2.86% 1
2024
Q4
$3.02B Sell
7,154,513
-1,532
-0% -$646K 3.14% 1
2024
Q3
$3.08B Buy
7,156,045
+10,234
+0.1% +$4.4M 3.23% 1
2024
Q2
$3.19B Sell
7,145,811
-87,929
-1% -$39.3M 3.59% 1
2024
Q1
$3.04B Buy
7,233,740
+41,599
+0.6% +$17.5M 3.47% 1
2023
Q4
$2.7B Sell
7,192,141
-18,606
-0.3% -$7M 3.4% 1
2023
Q3
$2.28B Sell
7,210,747
-37,008
-0.5% -$11.7M 3.2% 1
2023
Q2
$2.47B Sell
7,247,755
-364,786
-5% -$124M 3.38% 1
2023
Q1
$2.19B Sell
7,612,541
-170,670
-2% -$49.2M 3.15% 1
2022
Q4
$1.87B Buy
7,783,211
+182,562
+2% +$43.8M 2.8% 1
2022
Q3
$1.77B Buy
7,600,649
+44,943
+0.6% +$10.5M 2.9% 2
2022
Q2
$1.94B Buy
7,555,706
+126,864
+2% +$32.6M 3.04% 1
2022
Q1
$2.29B Buy
7,428,842
+82,953
+1% +$25.6M 3.13% 2
2021
Q4
$2.47B Buy
7,345,889
+167,569
+2% +$56.4M 3.27% 1
2021
Q3
$2.02B Buy
7,178,320
+41,517
+0.6% +$11.7M 2.97% 1
2021
Q2
$1.93B Buy
7,136,803
+170,647
+2% +$46.2M 2.89% 1
2021
Q1
$1.64B Buy
6,966,156
+101,424
+1% +$23.9M 2.71% 2
2020
Q4
$1.53B Buy
6,864,732
+218,703
+3% +$48.6M 2.72% 2
2020
Q3
$1.4B Buy
6,646,029
+162,633
+3% +$34.2M 2.88% 2
2020
Q2
$1.32B Sell
6,483,396
-317,349
-5% -$64.6M 3.03% 1
2020
Q1
$1.07B Sell
6,800,745
-451,011
-6% -$71.2M 2.96% 1
2019
Q4
$1.14B Buy
7,251,756
+1,252,565
+21% +$198M 2.38% 1
2019
Q3
$834M Buy
5,999,191
+46,820
+0.8% +$6.51M 2.13% 2
2019
Q2
$797M Buy
5,952,371
+188,284
+3% +$25.2M 2.06% 2
2019
Q1
$680M Buy
5,764,087
+218,707
+4% +$25.8M 1.92% 2
2018
Q4
$563M Buy
5,545,380
+56,283
+1% +$5.72M 1.82% 3
2018
Q3
$628M Buy
5,489,097
+43,700
+0.8% +$5M 1.8% 3
2018
Q2
$537M Buy
5,445,397
+67,058
+1% +$6.61M 1.65% 3
2018
Q1
$491M Buy
5,378,339
+2,032
+0% +$185K 1.55% 3
2017
Q4
$460M Buy
5,376,307
+52,437
+1% +$4.49M 1.46% 3
2017
Q3
$396M Buy
5,323,870
+60,367
+1% +$4.49M 1.38% 4
2017
Q2
$363M Sell
5,263,503
-792,367
-13% -$54.6M 1.34% 4
2017
Q1
$399M Buy
6,055,870
+185,604
+3% +$12.2M 1.55% 3
2016
Q4
$365M Buy
5,870,266
+284,281
+5% +$17.7M 1.55% 3
2016
Q3
$322M Buy
5,585,985
+285,373
+5% +$16.4M 1.45% 4
2016
Q2
$271M Buy
5,300,612
+278,091
+6% +$14.2M 1.25% 5
2016
Q1
$277M Buy
5,022,521
+504,557
+11% +$27.9M 1.48% 4
2015
Q4
$251M Buy
4,517,964
+308,494
+7% +$17.1M 1.31% 5
2015
Q3
$186M Sell
4,209,470
-31,570
-0.7% -$1.4M 1.05% 6
2015
Q2
$187M Buy
4,241,040
+356,280
+9% +$15.7M 0.97% 6
2015
Q1
$158M Buy
3,884,760
+113,421
+3% +$4.61M 0.86% 7
2014
Q4
$175M Buy
3,771,339
+581,487
+18% +$27M 0.97% 3
2014
Q3
$148M Sell
3,189,852
-97,454
-3% -$4.52M 1.3% 3
2014
Q2
$137M Sell
3,287,306
-40,191
-1% -$1.68M 1.23% 3
2014
Q1
$136M Buy
+3,327,497
New +$136M 1.31% 3