Lavaca Capital’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 | $262K | Buy |
1,862
+12
| +0.6% | +$1.69K | 0.1% | 86 |
|
|
2025
Q1 | $216K | Buy |
1,850
+12
| +0.7% | +$1.4K | 0.09% | 90 |
|
|
2024
Q4 | $231K | Buy |
+1,838
| New | +$231K | 0.09% | 98 |
|
|
2024
Q1 | – | Sell |
-5,178
| Closed | -$483K | – | 85 |
|
|
2023
Q4 | $483K | Sell |
5,178
-616
| -11% | -$57.4K | 0.27% | 58 |
|
|
2023
Q3 | $473K | Buy |
5,794
+2,325
| +67% | +$190K | 0.16% | 94 |
|
|
2023
Q2 | $296K | Sell |
3,469
-2,573
| -43% | -$220K | 0.09% | 128 |
|
|
2023
Q1 | $532K | Buy |
6,042
+400
| +7% | +$35.2K | 0.11% | 112 |
|
|
2022
Q4 | $479K | Sell |
5,642
-485
| -8% | -$41.2K | 0.15% | 107 |
|
|
2022
Q3 | $485K | Sell |
6,127
-6,956
| -53% | -$551K | 0.17% | 81 |
|
|
2022
Q2 | $996K | Sell |
13,083
-679
| -5% | -$51.7K | 0.15% | 51 |
|
|
2022
Q1 | $1.2M | Buy |
13,762
+710
| +5% | +$62.1K | 0.13% | 60 |
|
|
2021
Q4 | $1.28M | Sell |
13,052
-1,490
| -10% | -$146K | 0.16% | 56 |
|
|
2021
Q3 | $1.42M | Buy |
14,542
+10
| +0.1% | +$973 | 0.14% | 39 |
|
|
2021
Q2 | $1.33M | Buy |
+14,532
| New | +$1.33M | 0.13% | 42 |
|
|
2020
Q4 | – | Sell |
-5,887
| Closed | -$285K | – | 107 |
|
|
2020
Q3 | $285K | Buy |
+5,887
| New | +$285K | 0.04% | 80 |
|
|
2019
Q2 | – | Sell |
-87
| Closed | -$4K | – | 235 |
|
|
2019
Q1 | $4K | Hold |
87
| – | – | ﹤0.01% | 335 |
|
|
2018
Q4 | $3K | Buy |
+87
| New | +$3K | ﹤0.01% | 313 |
|