BankPlus Trust Department’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	$596K	Sell	4,231 -198	-4%	-$27.9K	0.18%	100
2025 Q1	$517K	Buy	4,429 +232	+6%	+$27.1K	0.17%	97
2024 Q4	$528K	Buy	+4,197	New	+$528K	0.17%	100