Alerus Financial’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
28,068
-30
| -0.1% | -$4.23K | 0.28% | 76 |
|
|
2025
Q1 | $3.28M | Buy |
28,098
+24,714
| +730% | +$2.88M | 0.26% | 76 |
|
|
2024
Q4 | $425K | Sell |
3,384
-18
| -0.5% | -$2.26K | 0.03% | 135 |
|
|
2024
Q3 | $355K | Hold |
3,402
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $331K | Sell |
3,402
-17
| -0.5% | -$1.65K | 0.02% | 139 |
|
|
2024
Q1 | $322K | Hold |
3,419
| – | – | 0.02% | 138 |
|
|
2023
Q4 | $319K | Sell |
3,419
-175
| -5% | -$16.3K | 0.03% | 128 |
|
|
2023
Q3 | $294K | Sell |
3,594
-10
| -0.3% | -$817 | 0.03% | 131 |
|
|
2023
Q2 | $308K | Sell |
3,604
-98
| -3% | -$8.37K | 0.03% | 137 |
|
|
2023
Q1 | $325K | Sell |
3,702
-48
| -1% | -$4.21K | 0.03% | 141 |
|
|
2022
Q4 | $319K | Sell |
3,750
-630
| -14% | -$53.6K | 0.03% | 139 |
|
|
2022
Q3 | $346K | Sell |
4,380
-29,021
| -87% | -$2.29M | 0.03% | 131 |
|
|
2022
Q2 | $2.54M | Buy |
33,401
+51
| +0.2% | +$3.88K | 0.23% | 93 |
|
|
2022
Q1 | $2.92M | Sell |
33,350
-30,514
| -48% | -$2.67M | 0.25% | 98 |
|
|
2021
Q4 | $6.27M | Buy |
63,864
+6,995
| +12% | +$687K | 0.51% | 39 |
|
|
2021
Q3 | $5.53M | Sell |
56,869
-631
| -1% | -$61.4K | 0.5% | 42 |
|
|
2021
Q2 | $5.27M | Buy |
57,500
+2,977
| +5% | +$273K | 0.53% | 40 |
|
|
2021
Q1 | $4.23M | Sell |
54,523
-616
| -1% | -$47.8K | 0.45% | 62 |
|
|
2020
Q4 | $3.78M | Buy |
55,139
+2,157
| +4% | +$148K | 0.38% | 70 |
|
|
2020
Q3 | $2.56M | Buy |
+52,982
| New | +$2.56M | 0.29% | 87 |
|