Jump Financial’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 | $3.5M | Buy |
+24,867
| New | +$3.5M | 0.04% | 524 |
|
2025
Q1 | – | Sell |
-13,598
| Closed | -$1.71M | – | 1857 |
|
2024
Q4 | $1.71M | Buy |
13,598
+7,666
| +129% | +$964K | 0.04% | 563 |
|
2024
Q3 | $618K | Sell |
5,932
-4,456
| -43% | -$464K | 0.01% | 1018 |
|
2024
Q2 | $1.01M | Sell |
10,388
-696
| -6% | -$67.6K | 0.02% | 811 |
|
2024
Q1 | $1.04M | Buy |
+11,084
| New | +$1.04M | 0.03% | 775 |
|
2023
Q4 | – | Sell |
-4,814
| Closed | -$393K | – | 2056 |
|
2023
Q3 | $393K | Buy |
4,814
+323
| +7% | +$26.4K | 0.01% | 1138 |
|
2023
Q2 | $384K | Buy |
+4,491
| New | +$384K | 0.01% | 1165 |
|
2023
Q1 | – | Sell |
-4,503
| Closed | -$383K | – | 1883 |
|
2022
Q4 | $383K | Buy |
+4,503
| New | +$383K | 0.02% | 899 |
|
2022
Q2 | – | Sell |
-5,112
| Closed | -$447K | – | 1866 |
|
2022
Q1 | $447K | Buy |
+5,112
| New | +$447K | 0.02% | 867 |
|
2021
Q3 | – | Sell |
-3,521
| Closed | -$322K | – | 1355 |
|
2021
Q2 | $322K | Sell |
3,521
-4,824
| -58% | -$441K | 0.03% | 642 |
|
2021
Q1 | $648K | Buy |
+8,345
| New | +$648K | 0.06% | 339 |
|