Ethos Financial Group’s Morgan Stanley Floating Rate non-cumulative Preferred Series A MS.PRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
27,948
+1,400
| +5% | +$30.3K | 0.05% | 240 |
|
|
2025
Q1 | $640K | Hold |
26,548
| – | – | 0.06% | 200 |
|
|
2024
Q4 | $640K | Hold |
26,548
| – | – | 0.08% | 138 |
|
|
2024
Q3 | $616K | Hold |
26,548
| – | – | 0.1% | 114 |
|
|
2024
Q2 | $617K | Buy |
26,548
+200
| +0.8% | +$4.65K | 0.11% | 112 |
|
|
2024
Q1 | $607K | Buy |
26,348
+600
| +2% | +$13.8K | 0.11% | 123 |
|
|
2023
Q4 | $563K | Buy |
+25,748
| New | +$563K | 0.12% | 130 |
|
|
2023
Q2 | – | Sell |
-22,736
| Closed | -$477K | – | 160 |
|
|
2023
Q1 | $477K | Buy |
+22,736
| New | +$477K | 0.15% | 87 |
|