BOK 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 | $16.3M | Sell |
116,045
-29,900
| -20% | -$4.21M | 0.26% | 73 |
|
|
2025
Q1 | $17M | Sell |
145,945
-1,610
| -1% | -$188K | 0.3% | 66 |
|
|
2024
Q4 | $18.2M | Sell |
147,555
-2,526
| -2% | -$312K | 0.31% | 62 |
|
|
2024
Q3 | $15.7M | Buy |
150,081
+10,730
| +8% | +$1.12M | 0.28% | 71 |
|
|
2024
Q2 | $13.5M | Buy |
139,351
+42,756
| +44% | +$4.16M | 0.24% | 82 |
|
|
2024
Q1 | $9.03M | Buy |
96,595
+43,417
| +82% | +$4.06M | 0.16% | 131 |
|
|
2023
Q4 | $4.96M | Sell |
53,178
-25,715
| -33% | -$2.4M | 0.1% | 199 |
|
|
2023
Q3 | $5.59M | Sell |
78,893
-12,437
| -14% | -$881K | 0.12% | 162 |
|
|
2023
Q2 | $7.8M | Sell |
91,330
-3,506
| -4% | -$299K | 0.16% | 141 |
|
|
2023
Q1 | $8.33M | Buy |
94,836
+7,689
| +9% | +$675K | 0.17% | 132 |
|
|
2022
Q4 | $7.41M | Sell |
87,147
-42,077
| -33% | -$3.58M | 0.14% | 158 |
|
|
2022
Q3 | $10.2M | Buy |
129,224
+817
| +0.6% | +$64.6K | 0.21% | 112 |
|
|
2022
Q2 | $9.77M | Sell |
128,407
-546
| -0.4% | -$41.5K | 0.19% | 121 |
|
|
2022
Q1 | $11.3M | Sell |
128,953
-12,067
| -9% | -$1.05M | 0.19% | 121 |
|
|
2021
Q4 | $13.8M | Buy |
141,020
+6,326
| +5% | +$621K | 0.21% | 105 |
|
|
2021
Q3 | $13.1M | Buy |
+134,694
| New | +$13.1M | 0.23% | 98 |
|
|
2021
Q1 | $2.17M | Buy |
27,889
+7,555
| +37% | +$587K | 0.04% | 374 |
|
|
2020
Q4 | $1.39M | Sell |
20,334
-32,308
| -61% | -$2.21M | 0.03% | 445 |
|
|
2020
Q3 | $2.55M | Buy |
52,642
+20,466
| +64% | +$989K | 0.06% | 279 |
|
|
2020
Q2 | $1.55M | Buy |
32,176
+842
| +3% | +$40.7K | 0.04% | 380 |
|
|
2020
Q1 | $1.07M | Buy |
31,334
+4,287
| +16% | +$146K | 0.03% | 406 |
|
|
2019
Q4 | $1.38M | Buy |
27,047
+2,790
| +12% | +$143K | 0.03% | 437 |
|
|
2019
Q3 | $1.04M | Sell |
24,257
-3,400
| -12% | -$145K | 0.02% | 487 |
|
|
2019
Q2 | $1.21M | Buy |
27,657
+2,581
| +10% | +$113K | 0.03% | 450 |
|
|
2019
Q1 | $1.06M | Buy |
25,076
+738
| +3% | +$31.1K | 0.03% | 470 |
|
|
2018
Q4 | $965K | Sell |
24,338
-33,774
| -58% | -$1.34M | 0.03% | 463 |
|
|
2018
Q3 | $2.71M | Sell |
58,112
-7,947
| -12% | -$370K | 0.07% | 310 |
|
|
2018
Q2 | $3.13M | Sell |
66,059
-3,130
| -5% | -$148K | 0.08% | 279 |
|
|
2018
Q1 | $3.73M | Buy |
69,189
+7,583
| +12% | +$409K | 0.11% | 236 |
|
|
2017
Q4 | $3.23M | Sell |
61,606
-1,204
| -2% | -$63.2K | 0.09% | 264 |
|
|
2017
Q3 | $3.03M | Buy |
62,810
+347
| +0.6% | +$16.7K | 0.09% | 252 |
|
|
2017
Q2 | $2.78M | Sell |
62,463
-775
| -1% | -$34.5K | 0.09% | 248 |
|
|
2017
Q1 | $2.71M | Buy |
63,238
+2,071
| +3% | +$88.7K | 0.08% | 260 |
|
|
2016
Q4 | $2.58M | Sell |
61,167
-883
| -1% | -$37.3K | 0.09% | 256 |
|
|
2016
Q3 | $1.99M | Buy |
62,050
+46,587
| +301% | +$1.49M | 0.07% | 327 |
|
|
2016
Q2 | $402K | Sell |
15,463
-2,940
| -16% | -$76.4K | 0.01% | 641 |
|
|
2016
Q1 | $460K | Buy |
18,403
+11,723
| +175% | +$293K | 0.02% | 593 |
|
|
2015
Q4 | $213K | Buy |
6,680
+201
| +3% | +$6.41K | 0.01% | 781 |
|
|
2015
Q3 | $204K | Buy |
6,479
+169
| +3% | +$5.32K | 0.01% | 776 |
|
|
2015
Q2 | $245K | Buy |
6,310
+117
| +2% | +$4.54K | 0.01% | 750 |
|
|
2015
Q1 | $221K | Buy |
+6,193
| New | +$221K | 0.01% | 755 |
|
|
2014
Q3 | – | Sell |
-17,005
| Closed | -$550K | – | 895 |
|
|
2014
Q2 | $550K | Buy |
17,005
+295
| +2% | +$9.54K | 0.02% | 591 |
|
|
2014
Q1 | $521K | Buy |
16,710
+2,272
| +16% | +$70.8K | 0.02% | 615 |
|
|
2013
Q4 | $453K | Sell |
14,438
-6
| -0% | -$188 | 0.02% | 647 |
|
|
2013
Q3 | $389K | Buy |
14,444
+264
| +2% | +$7.11K | 0.01% | 635 |
|
|
2013
Q2 | $347K | Buy |
+14,180
| New | +$347K | 0.01% | 627 |
|