Keystone Financial Group (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 | $225K | Buy |
+1,597
| New | +$225K | 0.02% | 371 |
|
|
2023
Q4 | – | Sell |
-2,886
| Closed | -$236K | – | 312 |
|
|
2023
Q3 | $236K | Hold |
2,886
| – | – | 0.04% | 252 |
|
|
2023
Q2 | $246K | Buy |
+2,886
| New | +$246K | 0.04% | 247 |
|
|
2022
Q4 | $245K | Hold |
2,886
| – | – | 0.05% | 242 |
|
|
2022
Q3 | $228K | Buy |
2,886
+35
| +1% | +$2.77K | 0.05% | 246 |
|
|
2022
Q2 | $217K | Buy |
2,851
+295
| +12% | +$22.5K | 0.04% | 258 |
|
|
2022
Q1 | $223K | Hold |
2,556
| – | – | 0.04% | 265 |
|
|
2021
Q4 | $251K | Sell |
2,556
-20
| -0.8% | -$1.96K | 0.04% | 264 |
|
|
2021
Q3 | $251K | Buy |
2,576
+30
| +1% | +$2.92K | 0.05% | 258 |
|
|
2021
Q2 | $233K | Buy |
+2,546
| New | +$233K | 0.04% | 264 |
|