LF
Lee Financial’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
11,517
+1,207
| +12% | +$170K | 0.23% | 46 |
|
|
2025
Q1 | $1.2M | Sell |
10,310
-1,481
| -13% | -$173K | 0.18% | 60 |
|
|
2024
Q4 | $1.48M | Sell |
11,791
-185
| -2% | -$23.3K | 0.21% | 53 |
|
|
2024
Q3 | $1.25M | Buy |
11,976
+1,342
| +13% | +$140K | 0.18% | 65 |
|
|
2024
Q2 | $1.03M | Sell |
10,634
-5,665
| -35% | -$551K | 0.17% | 68 |
|
|
2024
Q1 | $1.53M | Sell |
16,299
-145
| -0.9% | -$13.7K | 0.26% | 41 |
|
|
2023
Q4 | $1.53M | Buy |
16,444
+10,980
| +201% | +$1.02M | 0.27% | 40 |
|
|
2023
Q3 | $446K | Buy |
5,464
+5,303
| +3,294% | +$433K | 0.08% | 92 |
|
|
2023
Q2 | $13.8K | Sell |
161
-156
| -49% | -$13.3K | ﹤0.01% | 363 |
|
|
2023
Q1 | $27.8K | Buy |
317
+86
| +37% | +$7.55K | ﹤0.01% | 278 |
|
|
2022
Q4 | $19.6K | Sell |
231
-41
| -15% | -$3.49K | ﹤0.01% | 345 |
|
|
2022
Q3 | $21K | Buy |
272
+47
| +21% | +$3.63K | ﹤0.01% | 327 |
|
|
2022
Q2 | $17K | Buy |
225
+203
| +923% | +$15.3K | ﹤0.01% | 359 |
|
|
2022
Q1 | $2K | Sell |
22
-91
| -81% | -$8.27K | ﹤0.01% | 662 |
|
|
2021
Q4 | $11K | Buy |
+113
| New | +$11K | ﹤0.01% | 483 |
|
|
2020
Q4 | – | Sell |
-131
| Closed | -$6K | – | 517 |
|
|
2020
Q3 | $6K | Buy |
131
+68
| +108% | +$3.12K | ﹤0.01% | 449 |
|
|
2020
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 463 |
|
|
2020
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 441 |
|
|
2019
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 455 |
|
|
2019
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 462 |
|
|
2019
Q1 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 453 |
|