Jefferies Financial Group’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 | $5.72M | Sell |
40,623
-7,519
| -16% | -$1.06M | 0.05% | 182 |
|
|
2025
Q1 | $5.62M | Sell |
48,142
-96,758
| -67% | -$11.3M | 0.05% | 192 |
|
|
2024
Q4 | $18.2M | Buy |
144,900
+138,685
| +2,231% | +$17.4M | 0.11% | 90 |
|
|
2024
Q3 | $648K | Buy |
+6,215
| New | +$648K | ﹤0.01% | 684 |
|
|
2024
Q1 | – | Sell |
-12,241
| Closed | -$1.14M | – | 1430 |
|
|
2023
Q4 | $1.14M | Sell |
12,241
-37,633
| -75% | -$3.51M | 0.01% | 597 |
|
|
2023
Q3 | $4.07M | Buy |
49,874
+19,876
| +66% | +$1.62M | 0.04% | 221 |
|
|
2023
Q2 | $2.56M | Buy |
29,998
+9,820
| +49% | +$839K | 0.02% | 339 |
|
|
2023
Q1 | $1.77M | Sell |
20,178
-29,747
| -60% | -$2.61M | 0.01% | 415 |
|
|
2022
Q4 | $4.24M | Buy |
+49,925
| New | +$4.24M | 0.03% | 225 |
|