1SB
1ST Source Bank’s Morgan Stanley MS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.28M | Buy |
16,151
+223
| +1% | +$31.4K | 0.13% | 90 |
|
2025
Q1 | $1.86M | Buy |
15,928
+3
| +0% | +$350 | 0.11% | 94 |
|
2024
Q4 | $2M | Buy |
15,925
+73
| +0.5% | +$9.18K | 0.11% | 90 |
|
2024
Q3 | $1.65M | Sell |
15,852
-100
| -0.6% | -$10.4K | 0.09% | 102 |
|
2024
Q2 | $1.55M | Buy |
15,952
+117
| +0.7% | +$11.4K | 0.09% | 105 |
|
2024
Q1 | $1.49M | Sell |
15,835
-128
| -0.8% | -$12.1K | 0.09% | 109 |
|
2023
Q4 | $1.49M | Buy |
15,963
+63
| +0.4% | +$5.88K | 0.09% | 104 |
|
2023
Q3 | $1.3M | Hold |
15,900
| – | – | 0.09% | 109 |
|
2023
Q2 | $1.36M | Buy |
15,900
+600
| +4% | +$51.2K | 0.09% | 108 |
|
2023
Q1 | $1.34M | Sell |
15,300
-289
| -2% | -$25.4K | 0.09% | 113 |
|
2022
Q4 | $1.33M | Sell |
15,589
-190
| -1% | -$16.2K | 0.09% | 109 |
|
2022
Q3 | $1.25M | Sell |
15,779
-120
| -0.8% | -$9.48K | 0.09% | 112 |
|
2022
Q2 | $1.21M | Buy |
15,899
+1,705
| +12% | +$130K | 0.09% | 115 |
|
2022
Q1 | $1.24M | Buy |
14,194
+580
| +4% | +$50.7K | 0.08% | 120 |
|
2021
Q4 | $1.34M | Buy |
13,614
+307
| +2% | +$30.2K | 0.08% | 117 |
|
2021
Q3 | $1.3M | Hold |
13,307
| – | – | 0.08% | 119 |
|
2021
Q2 | $1.22M | Sell |
13,307
-25
| -0.2% | -$2.29K | 0.08% | 121 |
|
2021
Q1 | $1.04M | Sell |
13,332
-120
| -0.9% | -$9.33K | 0.07% | 125 |
|
2020
Q4 | $922K | Buy |
13,452
+635
| +5% | +$43.5K | 0.07% | 133 |
|
2020
Q3 | $619K | Sell |
12,817
-700
| -5% | -$33.8K | 0.05% | 141 |
|
2020
Q2 | $653K | Buy |
13,517
+735
| +6% | +$35.5K | 0.06% | 139 |
|
2020
Q1 | $435K | Sell |
12,782
-369
| -3% | -$12.6K | 0.04% | 155 |
|
2019
Q4 | $672K | Buy |
13,151
+53
| +0.4% | +$2.71K | 0.05% | 145 |
|
2019
Q3 | $559K | Sell |
13,098
-19
| -0.1% | -$811 | 0.05% | 147 |
|
2019
Q2 | $575K | Sell |
13,117
-1,361
| -9% | -$59.7K | 0.05% | 146 |
|
2019
Q1 | $611K | Buy |
14,478
+253
| +2% | +$10.7K | 0.05% | 141 |
|
2018
Q4 | $564K | Sell |
14,225
-448
| -3% | -$17.8K | 0.05% | 136 |
|
2018
Q3 | $683K | Buy |
14,673
+89
| +0.6% | +$4.14K | 0.05% | 137 |
|
2018
Q2 | $691K | Sell |
14,584
-254
| -2% | -$12K | 0.06% | 130 |
|
2018
Q1 | $801K | Sell |
14,838
-46
| -0.3% | -$2.48K | 0.07% | 126 |
|
2017
Q4 | $781K | Sell |
14,884
-712
| -5% | -$37.4K | 0.06% | 131 |
|
2017
Q3 | $751K | Sell |
15,596
-1,911
| -11% | -$92K | 0.06% | 132 |
|
2017
Q2 | $780K | Buy |
17,507
+120
| +0.7% | +$5.35K | 0.07% | 131 |
|
2017
Q1 | $744K | Sell |
17,387
-538
| -3% | -$23K | 0.07% | 133 |
|
2016
Q4 | $757K | Buy |
17,925
+15
| +0.1% | +$633 | 0.07% | 128 |
|
2016
Q3 | $574K | Sell |
17,910
-4,185
| -19% | -$134K | 0.06% | 140 |
|
2016
Q2 | $574K | Sell |
22,095
-677
| -3% | -$17.6K | 0.06% | 136 |
|
2016
Q1 | $569K | Sell |
22,772
-3,494
| -13% | -$87.3K | 0.06% | 139 |
|
2015
Q4 | $836K | Sell |
26,266
-5,883
| -18% | -$187K | 0.1% | 114 |
|
2015
Q3 | $1.01M | Buy |
32,149
+91
| +0.3% | +$2.87K | 0.12% | 111 |
|
2015
Q2 | $1.24M | Sell |
32,058
-863
| -3% | -$33.5K | 0.13% | 97 |
|
2015
Q1 | $1.17M | Sell |
32,921
-763
| -2% | -$27.2K | 0.14% | 97 |
|
2014
Q4 | $1.31M | Sell |
33,684
-4,934
| -13% | -$191K | 0.16% | 92 |
|
2014
Q3 | $1.34M | Sell |
38,618
-332
| -0.9% | -$11.5K | 0.18% | 88 |
|
2014
Q2 | $1.26M | Sell |
38,950
-5,317
| -12% | -$172K | 0.16% | 92 |
|
2014
Q1 | $1.38M | Sell |
44,267
-3,281
| -7% | -$102K | 0.18% | 89 |
|
2013
Q4 | $1.49M | Sell |
47,548
-734
| -2% | -$23K | 0.2% | 88 |
|
2013
Q3 | $1.3M | Buy |
48,282
+2,290
| +5% | +$61.7K | 0.19% | 90 |
|
2013
Q2 | $1.12M | Buy |
+45,992
| New | +$1.12M | 0.19% | 85 |
|