LCNB Corp’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 | $268K | Sell |
1,900
-150
| -7% | -$21.1K | 0.09% | 163 |
|
|
2025
Q1 | $239K | Hold |
2,050
| – | – | 0.09% | 174 |
|
|
2024
Q4 | $258K | Buy |
2,050
+55
| +3% | +$6.92K | 0.09% | 161 |
|
|
2024
Q3 | $208K | Buy |
+1,995
| New | +$208K | 0.07% | 181 |
|
|
2022
Q1 | – | Sell |
-2,244
| Closed | -$220K | – | 170 |
|
|
2021
Q4 | $220K | Hold |
2,244
| – | – | 0.1% | 151 |
|
|
2021
Q3 | $218K | Hold |
2,244
| – | – | 0.11% | 150 |
|
|
2021
Q2 | $206K | Buy |
+2,244
| New | +$206K | 0.1% | 153 |
|