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Regent Investment Management LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regent Investment Management LLC on MSFT, newest first. How the timeline and the estimate are built.

Regent Investment Management LLC held 59,898 MSFT shares at 2022-12-31 per its 13F-HR filed 2023-01-26.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 59,898 shares
    Change vs previous 13F +325 shares

    3.85% of the 13F portfolio, value $14,365,000.

    13F-HR 0001559968-23-000002 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-09-30
    13F 59,573 shares
    Change vs previous 13F +725 shares

    4.05% of the 13F portfolio, value $13,875,000.

    13F-HR 0001559968-22-000008 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-06-30
    13F 58,848 shares
    Change vs previous 13F -117 shares

    4.22% of the 13F portfolio, value $15,114,000.

    13F-HR 0001559968-22-000006 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-03-31
    13F 58,965 shares
    Change vs previous 13F +698 shares

    4.21% of the 13F portfolio, value $18,179,000.

    13F-HR 0001559968-22-000004 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-12-31
    13F 58,267 shares
    Change vs previous 13F +1,885 shares

    4.27% of the 13F portfolio, value $19,596,000.

    13F-HR 0001559968-22-000002 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-09-30
    13F 56,382 shares
    Change vs previous 13F -615 shares

    3.81% of the 13F portfolio, value $15,895,000.

    13F-HR 0001559968-21-000008 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-06-30
    13F 56,997 shares
    Change vs previous 13F -695 shares

    3.62% of the 13F portfolio, value $15,440,000.

    13F-HR 0001559968-21-000006 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-03-31
    13F 57,692 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $13,602,000.

    13F-HR 0001559968-21-000004 filed by Regent Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).