FinTrust Capital Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $232K | Sell |
2,226
-524
| -19% | -$54.6K | 0.04% | 286 |
|
|
2024
Q2 | $267K | Sell |
2,750
-24
| -0.9% | -$2.33K | 0.05% | 243 |
|
|
2024
Q1 | $261K | Buy |
2,774
+998
| +56% | +$94K | 0.05% | 249 |
|
|
2023
Q4 | $166K | Buy |
1,776
+398
| +29% | +$37.1K | 0.03% | 296 |
|
|
2023
Q3 | $113K | Buy |
1,378
+261
| +23% | +$21.3K | 0.03% | 318 |
|
|
2023
Q2 | $95K | Hold |
1,117
| – | – | 0.02% | 352 |
|
|
2023
Q1 | $95K | Hold |
1,117
| – | – | 0.02% | 352 |
|
|
2022
Q4 | $95K | Sell |
1,117
-1,496
| -57% | -$127K | 0.02% | 352 |
|
|
2022
Q3 | $208K | Sell |
2,613
-84
| -3% | -$6.69K | 0.05% | 264 |
|
|
2022
Q2 | $222K | Sell |
2,697
-229
| -8% | -$18.9K | 0.06% | 248 |
|
|
2022
Q1 | $255K | Buy |
2,926
+1,161
| +66% | +$101K | 0.06% | 242 |
|
|
2021
Q4 | $173K | Sell |
1,765
-202
| -10% | -$19.8K | 0.04% | 302 |
|
|
2021
Q3 | $191K | Sell |
1,967
-501
| -20% | -$48.6K | 0.05% | 272 |
|
|
2021
Q2 | $226K | Buy |
2,468
+2
| +0.1% | +$183 | 0.06% | 259 |
|
|
2021
Q1 | $192K | Buy |
2,466
+504
| +26% | +$39.2K | 0.06% | 268 |
|
|
2020
Q4 | $134K | Sell |
1,962
-90
| -4% | -$6.15K | 0.04% | 322 |
|
|
2020
Q3 | $99 | Hold |
2,052
| – | – | 0.02% | 363 |
|
|
2020
Q2 | $99K | Sell |
2,052
-2,265
| -52% | -$109K | 0.04% | 332 |
|
|
2020
Q1 | $147K | Sell |
4,317
-265
| -6% | -$9.02K | 0.07% | 236 |
|
|
2019
Q4 | $234K | Sell |
4,582
-50
| -1% | -$2.55K | 0.09% | 187 |
|
|
2019
Q3 | $198K | Sell |
4,632
-590
| -11% | -$25.2K | 0.07% | 197 |
|
|
2019
Q2 | $229K | Sell |
5,222
-11,134
| -68% | -$488K | 0.09% | 173 |
|
|
2019
Q1 | $691K | Buy |
16,356
+884
| +6% | +$37.3K | 0.29% | 65 |
|
|
2018
Q4 | $614K | Buy |
+15,472
| New | +$614K | 0.3% | 70 |
|