Citizens Financial Group’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 | $8.27M | Buy |
58,701
+1,688
| +3% | +$238K | 0.13% | 133 |
|
|
2025
Q1 | $6.65M | Buy |
57,013
+1,993
| +4% | +$233K | 0.13% | 135 |
|
|
2024
Q4 | $6.92M | Buy |
55,020
+9,876
| +22% | +$1.24M | 0.13% | 129 |
|
|
2024
Q3 | $4.71M | Buy |
45,144
+7,151
| +19% | +$745K | 0.09% | 150 |
|
|
2024
Q2 | $3.69M | Buy |
37,993
+21,921
| +136% | +$2.13M | 0.08% | 157 |
|
|
2024
Q1 | $1.51M | Sell |
16,072
-1,313
| -8% | -$124K | 0.05% | 175 |
|
|
2023
Q4 | $1.62M | Buy |
17,385
+2,758
| +19% | +$257K | 0.06% | 178 |
|
|
2023
Q3 | $1.19M | Buy |
14,627
+7,528
| +106% | +$615K | 0.05% | 173 |
|
|
2023
Q2 | $606K | Sell |
7,099
-5,302
| -43% | -$453K | 0.02% | 249 |
|
|
2023
Q1 | $1.09M | Sell |
12,401
-673
| -5% | -$59.1K | 0.04% | 217 |
|
|
2022
Q4 | $1.11M | Sell |
13,074
-53
| -0.4% | -$4.51K | 0.04% | 187 |
|
|
2022
Q3 | $1.04M | Sell |
13,127
-486
| -4% | -$38.4K | 0.05% | 188 |
|
|
2022
Q2 | $1.04M | Sell |
13,613
-691
| -5% | -$52.5K | 0.04% | 195 |
|
|
2022
Q1 | $1.25M | Buy |
14,304
+561
| +4% | +$49K | 0.04% | 191 |
|
|
2021
Q4 | $1.29M | Buy |
13,743
+252
| +2% | +$23.6K | 0.04% | 193 |
|
|
2021
Q3 | $1.31M | Buy |
13,491
+7,337
| +119% | +$714K | 0.05% | 189 |
|
|
2021
Q2 | $564K | Buy |
6,154
+1,807
| +42% | +$166K | 0.02% | 224 |
|
|
2021
Q1 | $338K | Buy |
4,347
+1,323
| +44% | +$103K | 0.02% | 244 |
|
|
2020
Q4 | $207K | Sell |
3,024
-1,231
| -29% | -$84.3K | 0.01% | 284 |
|
|
2020
Q3 | $204K | Sell |
4,255
-1,158
| -21% | -$55.5K | 0.01% | 243 |
|
|
2020
Q2 | $262K | Sell |
5,413
-13,336
| -71% | -$645K | 0.02% | 249 |
|
|
2020
Q1 | $637K | Buy |
18,749
+15,426
| +464% | +$524K | 0.05% | 163 |
|
|
2019
Q4 | $170K | Buy |
3,323
+2,219
| +201% | +$114K | 0.01% | 271 |
|
|
2019
Q3 | $47K | Buy |
1,104
+321
| +41% | +$13.7K | ﹤0.01% | 372 |
|
|
2019
Q2 | $34K | Buy |
783
+8
| +1% | +$347 | ﹤0.01% | 398 |
|
|
2019
Q1 | $32K | Buy |
775
+245
| +46% | +$10.1K | ﹤0.01% | 396 |
|
|
2018
Q4 | $21K | Hold |
530
| – | – | ﹤0.01% | 350 |
|
|
2018
Q3 | $25K | Hold |
530
| – | – | ﹤0.01% | 372 |
|
|
2018
Q2 | $25K | Sell |
530
-7,774
| -94% | -$367K | ﹤0.01% | 347 |
|
|
2018
Q1 | $448K | Sell |
8,304
-264
| -3% | -$14.2K | 0.04% | 170 |
|
|
2017
Q4 | $450K | Buy |
8,568
+293
| +4% | +$15.4K | 0.04% | 167 |
|
|
2017
Q3 | $399K | Sell |
8,275
-285
| -3% | -$13.7K | 0.03% | 175 |
|
|
2017
Q2 | $382K | Buy |
8,560
+3,275
| +62% | +$146K | 0.03% | 181 |
|
|
2017
Q1 | $226K | Sell |
5,285
-575
| -10% | -$24.6K | 0.02% | 224 |
|
|
2016
Q4 | $248K | Hold |
5,860
| – | – | 0.02% | 211 |
|
|
2016
Q3 | $188K | Hold |
5,860
| – | – | 0.02% | 235 |
|
|
2016
Q2 | $152K | Hold |
5,860
| – | – | 0.01% | 249 |
|
|
2016
Q1 | $147K | Sell |
5,860
-790
| -12% | -$19.8K | 0.01% | 251 |
|
|
2015
Q4 | $224K | Buy |
+6,650
| New | +$224K | 0.02% | 222 |
|