Keystone Financial Group (Kentucky)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $225K | Hold |
|
|||||
|
2025
Q2 | $225K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $236K | Hold |
|
|||||
|
2023
Q2 | $246K | Buy |
|
|||||
|
2022
Q4 | $245K | Hold |
|
|||||
|
2022
Q3 | $228K | Buy |
|
|||||
|
2022
Q2 | $217K | Buy |
|
|||||
|
2022
Q1 | $223K | Hold |
|
|||||
|
2021
Q4 | $251K | Sell |
|
|||||
|
2021
Q3 | $251K | Buy |
|
|||||
|
2021
Q2 | $233K | Buy |
|