Ownership history in Lee Financial Co · 37 quarters on record
This page tracks every 13F SEC filing in which Lee Financial Co reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 15,357 | -2,985 | -16.3% | 1.00% | $7.4M | $482.52 |
| 2025 Q3 | ADDED | 18,342 | +2,381 | +14.9% | 1.19% | $9.5M | $515.81 |
| 2025 Q2 | ADDED | 15,961 | +1,165 | +7.9% | 1.14% | $7.9M | $494.54 |
| 2025 Q1 | REDUCED | 14,796 | -2,263 | -13.3% | 0.85% | $5.6M | $372.54 |
| 2024 Q4 | REDUCED | 17,059 | -29 | -0.2% | 1.01% | $7.2M | $417.46 |
| 2024 Q3 | ADDED | 17,088 | +1,019 | +6.3% | 1.04% | $7.4M | $425.32 |
| 2024 Q2 | ADDED | 16,069 | +10 | +0.1% | 1.17% | $7.2M | $440.99 |
| 2024 Q1 | REDUCED | 16,059 | -973 | -5.7% | 1.13% | $6.8M | $414.36 |
| 2023 Q4 | REDUCED | 17,032 | -3,659 | -17.7% | 1.12% | $6.4M | $369.67 |
| 2023 Q3 | REDUCED | 20,691 | -2,047 | -9.0% | 1.22% | $6.5M | $309.77 |
As of 2025 Q4 — sorted by position size