First Citizens Financial Corp’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 | $1.34M | Buy |
9,540
+516
| +6% | +$72.7K | 0.74% | 37 |
|
|
2025
Q1 | $1.05M | Buy |
9,024
+25
| +0.3% | +$2.92K | 0.6% | 46 |
|
|
2024
Q4 | $1.13M | Sell |
8,999
-320
| -3% | -$40.2K | 0.61% | 40 |
|
|
2024
Q3 | $971K | Buy |
9,319
+69
| +0.7% | +$7.19K | 0.51% | 48 |
|
|
2024
Q2 | $899K | Hold |
9,250
| – | – | 0.53% | 48 |
|
|
2024
Q1 | $871K | Buy |
9,250
+42
| +0.5% | +$3.96K | 0.52% | 50 |
|
|
2023
Q4 | $859K | Hold |
9,208
| – | – | 0.55% | 47 |
|
|
2023
Q3 | $752K | Hold |
9,208
| – | – | 0.53% | 43 |
|
|
2023
Q2 | $786K | Buy |
+9,208
| New | +$786K | 0.53% | 38 |
|
|
2022
Q4 | $358K | Hold |
4,208
| – | – | 0.31% | 63 |
|
|
2022
Q3 | $332K | Hold |
4,208
| – | – | 0.33% | 61 |
|
|
2022
Q2 | $320K | Hold |
4,208
| – | – | 0.28% | 67 |
|
|
2022
Q1 | $368K | Hold |
4,208
| – | – | 0.28% | 67 |
|
|
2021
Q4 | $413K | Sell |
4,208
-109
| -3% | -$10.7K | 0.3% | 62 |
|
|
2021
Q3 | $420K | Sell |
4,317
-260
| -6% | -$25.3K | 0.34% | 59 |
|
|
2021
Q2 | $420K | Hold |
4,577
| – | – | 0.32% | 67 |
|
|
2021
Q1 | $355K | Sell |
4,577
-127
| -3% | -$9.85K | 0.29% | 69 |
|
|
2020
Q4 | $322K | Buy |
4,704
+444
| +10% | +$30.4K | 0.28% | 71 |
|
|
2020
Q3 | $206K | Hold |
4,260
| – | – | 0.2% | 97 |
|
|
2020
Q2 | $206K | Buy |
+4,260
| New | +$206K | 0.21% | 91 |
|