Independence Bank of Kentucky’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 | $1.65M | Buy |
11,743
+9
| +0.1% | +$1.27K | 0.23% | 91 |
|
|
2025
Q1 | $1.37M | Sell |
11,734
-111
| -0.9% | -$13K | 0.21% | 100 |
|
|
2024
Q4 | $1.49M | Sell |
11,845
-254
| -2% | -$31.9K | 0.23% | 93 |
|
|
2024
Q3 | $1.26M | Buy |
12,099
+8,114
| +204% | +$846K | 0.27% | 96 |
|
|
2024
Q2 | $387K | Buy |
3,985
+981
| +33% | +$95.3K | 0.1% | 182 |
|
|
2024
Q1 | $283K | Buy |
3,004
+590
| +24% | +$55.6K | 0.08% | 190 |
|
|
2023
Q4 | $225K | Sell |
2,414
-90
| -4% | -$8.39K | 0.08% | 192 |
|
|
2023
Q3 | $205K | Buy |
2,504
+405
| +19% | +$33.1K | 0.09% | 171 |
|
|
2023
Q2 | $179K | Buy |
2,099
+45
| +2% | +$3.84K | 0.07% | 174 |
|
|
2023
Q1 | $180K | Buy |
2,054
+550
| +37% | +$48.3K | 0.08% | 167 |
|
|
2022
Q4 | $128K | Buy |
1,504
+140
| +10% | +$11.9K | 0.06% | 194 |
|
|
2022
Q3 | $108K | Hold |
1,364
| – | – | 0.05% | 191 |
|
|
2022
Q2 | $104K | Hold |
1,364
| – | – | 0.05% | 200 |
|
|
2022
Q1 | $119K | Hold |
1,364
| – | – | 0.05% | 199 |
|
|
2021
Q4 | $134K | Hold |
1,364
| – | – | 0.05% | 184 |
|
|
2021
Q3 | $133K | Buy |
1,364
+36
| +3% | +$3.51K | 0.06% | 180 |
|
|
2021
Q2 | $122K | Sell |
1,328
-100
| -7% | -$9.19K | 0.05% | 182 |
|
|
2021
Q1 | $111K | Sell |
1,428
-1,158
| -45% | -$90K | 0.05% | 184 |
|
|
2020
Q4 | $177K | Buy |
2,586
+1,386
| +116% | +$94.9K | 0.09% | 145 |
|
|
2020
Q3 | $58K | Sell |
1,200
-500
| -29% | -$24.2K | 0.03% | 205 |
|
|
2020
Q2 | $82K | Sell |
1,700
-200
| -11% | -$9.65K | 0.05% | 173 |
|
|
2020
Q1 | $65K | Sell |
1,900
-600
| -24% | -$20.5K | 0.05% | 175 |
|
|
2019
Q4 | $128K | Hold |
2,500
| – | – | 0.08% | 147 |
|
|
2019
Q3 | $107K | Hold |
2,500
| – | – | 0.08% | 154 |
|
|
2019
Q2 | $110K | Hold |
2,500
| – | – | 0.09% | 137 |
|
|
2019
Q1 | $106K | Sell |
2,500
-400
| -14% | -$17K | 0.09% | 136 |
|
|
2018
Q4 | $115K | Sell |
2,900
-200
| -6% | -$7.93K | 0.1% | 122 |
|
|
2018
Q3 | $144K | Sell |
3,100
-500
| -14% | -$23.2K | 0.11% | 120 |
|
|
2018
Q2 | $171K | Hold |
3,600
| – | – | 0.14% | 108 |
|
|
2018
Q1 | $194K | Sell |
3,600
-200
| -5% | -$10.8K | 0.17% | 108 |
|
|
2017
Q4 | $199K | Buy |
+3,800
| New | +$199K | 0.17% | 110 |
|