Centaurus 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 | $1.73M | Buy |
12,252
+1,470
| +14% | +$207K | 0.1% | 208 |
|
|
2025
Q1 | $1.26M | Buy |
10,782
+1,967
| +22% | +$230K | 0.08% | 234 |
|
|
2024
Q4 | $1.11M | Sell |
8,815
-373
| -4% | -$46.9K | 0.07% | 257 |
|
|
2024
Q3 | $958K | Sell |
9,188
-4,189
| -31% | -$437K | 0.06% | 262 |
|
|
2024
Q2 | $1.3M | Sell |
13,377
-1,651
| -11% | -$160K | 0.09% | 209 |
|
|
2024
Q1 | $1.42M | Sell |
15,028
-2,496
| -14% | -$235K | 0.1% | 190 |
|
|
2023
Q4 | $1.63M | Buy |
17,524
+106
| +0.6% | +$9.88K | 0.12% | 161 |
|
|
2023
Q3 | $1.42M | Buy |
17,418
+1,254
| +8% | +$102K | 0.12% | 172 |
|
|
2023
Q2 | $1.38M | Buy |
16,164
+490
| +3% | +$41.8K | 0.12% | 184 |
|
|
2023
Q1 | $1.38M | Sell |
15,674
-315
| -2% | -$27.7K | 0.11% | 209 |
|
|
2022
Q4 | $1.36M | Sell |
15,989
-1,244
| -7% | -$106K | 0.13% | 191 |
|
|
2022
Q3 | $1.36M | Sell |
17,233
-6,539
| -28% | -$517K | 0.13% | 185 |
|
|
2022
Q2 | $1.81M | Sell |
23,772
-63
| -0.3% | -$4.79K | 0.18% | 149 |
|
|
2022
Q1 | $2.08M | Buy |
23,835
+8,982
| +60% | +$785K | 0.16% | 159 |
|
|
2021
Q4 | $1.46M | Sell |
14,853
-119
| -0.8% | -$11.7K | 0.11% | 211 |
|
|
2021
Q3 | $1.46M | Sell |
14,972
-897
| -6% | -$87.3K | 0.12% | 201 |
|
|
2021
Q2 | $1.46M | Sell |
15,869
-4,121
| -21% | -$378K | 0.12% | 201 |
|
|
2021
Q1 | $1.55M | Sell |
19,990
-204
| -1% | -$15.8K | 0.15% | 165 |
|
|
2020
Q4 | $1.38M | Buy |
20,194
+16,516
| +449% | +$1.13M | 0.15% | 174 |
|
|
2020
Q3 | $178K | Buy |
+3,678
| New | +$178K | 0.02% | 477 |
|
|
2019
Q3 | – | Sell |
-15,271
| Closed | -$669K | – | 534 |
|
|
2019
Q2 | $669K | Buy |
15,271
+14,588
| +2,136% | +$639K | 0.11% | 226 |
|
|
2019
Q1 | $16.2K | Buy |
683
+147
| +27% | +$3.48K | 0.1% | 186 |
|
|
2018
Q4 | $14 | Buy |
536
+517
| +2,721% | +$14 | 0.1% | 157 |
|
|
2018
Q3 | $903 | Sell |
19
-18,841
| -100% | -$895K | 0.16% | 152 |
|
|
2018
Q2 | $894K | Buy |
18,860
+3,951
| +27% | +$187K | 0.12% | 186 |
|
|
2018
Q1 | $804K | Buy |
14,909
+325
| +2% | +$17.5K | 0.19% | 131 |
|
|
2017
Q4 | $765K | Buy |
+14,584
| New | +$765K | 0.2% | 128 |
|