Number of Shares
38,210.00
Current Holdings Value*
$14.34 Mil
% of Portfolio
4.36%
Total Estimate Gain
$11.71 Mil
% of Total Estimate Gain
98.10%

Allegiance Financial Group Advisory Services LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Allegiance Financial Group Advisory Services LLC held 38,210.00 shares of Microsoft Corp(MSFT), totaling $14.34 Mil. This investment constitutes 4.36% of their stock portfolio, and Allegiance Financial Group Advisory Services LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2022Q4. And since then Allegiance Financial Group Advisory Services LLC has made 2 purchases of MSFT, at an average price of $242.05, for a total of 49,312.00 shares. In addition, there have been 7 sales at an average price of $393.15 for 11,102.00 shares. Based on historical transaction data and MSFT's current price of $504.61, Allegiance Financial Group Advisory Services LLC's estimated gain on his MSFT holdings is $11.71 Mil, reflecting a 98.10% gain to date.

Allegiance Financial Group Advisory Services LLC MSFT ($504.61) Holding Chart

Allegiance Financial Group Advisory Services LLC MSFT ($504.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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