CFG
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Copley Financial Group’s Morgan Stanley MS Stock Holding History

Copley Financial Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$671K Sell
4,761
-504
-10% -$71K 0.5% 31
2025
Q1 		$614K Sell
5,265
-48
-0.9% -$5.6K 0.47% 38
2024
Q4 		$668K Sell
5,313
-836
-14% -$105K 0.51% 33
2024
Q3 		$641K Buy
+6,149
New +$641K 0.58% 34