CoreFirst Bank & Trust’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 | $42.3K | Buy |
+300
| New | +$42.3K | 0.02% | 222 |
|
|
2025
Q1 | – | Sell |
-661
| Closed | -$83.1K | – | 261 |
|
|
2024
Q4 | $83.1K | Hold |
661
| – | – | 0.05% | 172 |
|
|
2024
Q3 | $68.9K | Buy |
+661
| New | +$68.9K | 0.04% | 195 |
|
|
2024
Q2 | – | Sell |
-661
| Closed | -$62.2K | – | 272 |
|
|
2024
Q1 | $62.2K | Hold |
661
| – | – | 0.04% | 206 |
|
|
2023
Q4 | $61.6K | Hold |
661
| – | – | 0.04% | 206 |
|
|
2023
Q3 | $54K | Hold |
661
| – | – | 0.04% | 223 |
|
|
2023
Q2 | $56.4K | Sell |
661
-150
| -18% | -$12.8K | 0.04% | 216 |
|
|
2023
Q1 | $71.2K | Hold |
811
| – | – | 0.05% | 194 |
|
|
2022
Q4 | $69K | Hold |
811
| – | – | 0.05% | 211 |
|
|
2022
Q3 | $64K | Hold |
811
| – | – | 0.06% | 196 |
|
|
2022
Q2 | $62K | Hold |
811
| – | – | 0.05% | 194 |
|
|
2022
Q1 | $71K | Hold |
811
| – | – | 0.05% | 207 |
|
|
2021
Q4 | $80K | Hold |
811
| – | – | 0.05% | 206 |
|
|
2021
Q3 | $79K | Hold |
811
| – | – | 0.05% | 201 |
|
|
2021
Q2 | $74K | Hold |
811
| – | – | 0.05% | 211 |
|
|
2021
Q1 | $63K | Hold |
811
| – | – | 0.04% | 221 |
|
|
2020
Q4 | $56K | Buy |
+811
| New | +$56K | 0.04% | 214 |
|