SFG
Sunburst Financial Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Buy |
8,377
+185
| +2% | +$92K | 0.93% | 20 |
|
|
2025
Q1 | $3.08M | Sell |
8,192
-419
| -5% | -$157K | 0.76% | 23 |
|
|
2024
Q4 | $3.63M | Sell |
8,611
-310
| -3% | -$131K | 0.9% | 22 |
|
|
2024
Q3 | $3.84M | Buy |
8,921
+150
| +2% | +$64.5K | 0.97% | 22 |
|
|
2024
Q2 | $3.92M | Buy |
8,771
+44
| +0.5% | +$19.7K | 1.06% | 21 |
|
|
2024
Q1 | $3.71M | Sell |
8,727
-304
| -3% | -$129K | 1.05% | 21 |
|
|
2023
Q4 | $3.4M | Buy |
9,031
+1,081
| +14% | +$406K | 1.05% | 19 |
|
|
2023
Q3 | $2.51M | Buy |
7,950
+47
| +0.6% | +$14.8K | 0.89% | 21 |
|
|
2023
Q2 | $2.69M | Buy |
7,903
+11
| +0.1% | +$3.75K | 0.94% | 22 |
|
|
2023
Q1 | $2.28M | Sell |
7,892
-11
| -0.1% | -$3.17K | 0.84% | 25 |
|
|
2022
Q4 | $1.9M | Buy |
7,903
+194
| +3% | +$46.5K | 0.75% | 26 |
|
|
2022
Q3 | $1.8M | Buy |
7,709
+103
| +1% | +$24K | 0.87% | 21 |
|
|
2022
Q2 | $1.95M | Buy |
7,606
+46
| +0.6% | +$11.8K | 0.94% | 21 |
|
|
2022
Q1 | $2.33M | Sell |
7,560
-129
| -2% | -$39.8K | 1.15% | 17 |
|
|
2021
Q4 | $2.59M | Buy |
7,689
+648
| +9% | +$218K | 1.31% | 16 |
|
|
2021
Q3 | $1.99M | Buy |
7,041
+268
| +4% | +$75.6K | 1.23% | 16 |
|
|
2021
Q2 | $1.84M | Sell |
6,773
-200
| -3% | -$54.2K | 1.17% | 16 |
|
|
2021
Q1 | $1.64M | Buy |
6,973
+147
| +2% | +$34.7K | 1.15% | 16 |
|
|
2020
Q4 | $1.52M | Sell |
6,826
-171
| -2% | -$38K | 1.14% | 15 |
|
|
2020
Q3 | $1.47M | Sell |
6,997
-407
| -5% | -$85.6K | 1.25% | 14 |
|
|
2020
Q2 | $1.51M | Buy |
7,404
+37
| +0.5% | +$7.53K | 1.37% | 13 |
|
|
2020
Q1 | $1.16M | Sell |
7,367
-148
| -2% | -$23.3K | 1.23% | 12 |
|
|
2019
Q4 | $1.19M | Buy |
+7,515
| New | +$1.19M | 1.03% | 13 |
|