Hilltop Holdings’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 | $8.11M | Buy |
57,602
+6,831
| +13% | +$962K | 0.52% | 33 |
|
|
2025
Q1 | $5.92M | Buy |
50,771
+8,483
| +20% | +$990K | 0.37% | 60 |
|
|
2024
Q4 | $5.32M | Buy |
42,288
+2,110
| +5% | +$265K | 0.34% | 68 |
|
|
2024
Q3 | $4.19M | Buy |
40,178
+32,044
| +394% | +$3.34M | 0.27% | 90 |
|
|
2024
Q2 | $791K | Buy |
8,134
+525
| +7% | +$51K | 0.09% | 266 |
|
|
2024
Q1 | $716K | Buy |
7,609
+248
| +3% | +$23.4K | 0.07% | 284 |
|
|
2023
Q4 | $686K | Sell |
7,361
-57
| -0.8% | -$5.32K | 0.08% | 278 |
|
|
2023
Q3 | $606K | Sell |
7,418
-134
| -2% | -$10.9K | 0.07% | 294 |
|
|
2023
Q2 | $645K | Sell |
7,552
-5
| -0.1% | -$427 | 0.08% | 264 |
|
|
2023
Q1 | $663K | Sell |
7,557
-244
| -3% | -$21.4K | 0.09% | 225 |
|
|
2022
Q4 | $663K | Buy |
7,801
+116
| +2% | +$9.86K | 0.09% | 219 |
|
|
2022
Q3 | $607K | Buy |
7,685
+478
| +7% | +$37.8K | 0.08% | 228 |
|
|
2022
Q2 | $548K | Sell |
7,207
-55
| -0.8% | -$4.18K | 0.07% | 252 |
|
|
2022
Q1 | $634K | Sell |
7,262
-653
| -8% | -$57K | 0.07% | 260 |
|
|
2021
Q4 | $776K | Sell |
7,915
-1,891
| -19% | -$185K | 0.08% | 231 |
|
|
2021
Q3 | $954K | Sell |
9,806
-575
| -6% | -$55.9K | 0.1% | 193 |
|
|
2021
Q2 | $952K | Buy |
10,381
+2,813
| +37% | +$258K | 0.11% | 187 |
|
|
2021
Q1 | $587K | Sell |
7,568
-6,306
| -45% | -$489K | 0.08% | 256 |
|
|
2020
Q4 | $951K | Buy |
13,874
+2,535
| +22% | +$174K | 0.13% | 166 |
|
|
2020
Q3 | $547K | Buy |
11,339
+759
| +7% | +$36.6K | 0.09% | 217 |
|
|
2020
Q2 | $511K | Buy |
10,580
+533
| +5% | +$25.7K | 0.09% | 211 |
|
|
2020
Q1 | $342K | Buy |
10,047
+3,610
| +56% | +$123K | 0.08% | 229 |
|
|
2019
Q4 | $329K | Sell |
6,437
-14
| -0.2% | -$716 | 0.06% | 279 |
|
|
2019
Q3 | $275K | Buy |
6,451
+1,033
| +19% | +$44K | 0.05% | 321 |
|
|
2019
Q2 | $237K | Buy |
+5,418
| New | +$237K | 0.05% | 319 |
|
|
2018
Q4 | – | Sell |
-4,488
| Closed | -$209K | – | 394 |
|
|
2018
Q3 | $209K | Sell |
4,488
-1,192
| -21% | -$55.5K | 0.04% | 381 |
|
|
2018
Q2 | $270K | Buy |
5,680
+540
| +11% | +$25.7K | 0.06% | 316 |
|
|
2018
Q1 | $277K | Buy |
+5,140
| New | +$277K | 0.05% | 318 |
|