Clayton 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	–	Sell	-1,937	Closed	-$226K	–	81
2025 Q1	$226K	Hold	1,937	–	–	0.08%	105
2024 Q4	$244K	Sell	1,937 -43	-2%	-$5.41K	0.09%	104
2024 Q3	$206K	Buy	+1,980	New	+$206K	0.08%	118