LFA
Legacy Financial Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
6,160
+154
| +3% | +$21.7K | 0.14% | 129 |
|
|
2025
Q1 | $701K | Sell |
6,006
-352
| -6% | -$41.1K | 0.12% | 151 |
|
|
2024
Q4 | $799K | Buy |
6,358
+379
| +6% | +$47.6K | 0.13% | 128 |
|
|
2024
Q3 | $623K | Sell |
5,979
-1,022
| -15% | -$107K | 0.1% | 166 |
|
|
2024
Q2 | $680K | Buy |
7,001
+1,107
| +19% | +$108K | 0.12% | 141 |
|
|
2024
Q1 | $555K | Buy |
5,894
+72
| +1% | +$6.78K | 0.1% | 171 |
|
|
2023
Q4 | $543K | Buy |
5,822
+261
| +5% | +$24.3K | 0.1% | 156 |
|
|
2023
Q3 | $454K | Sell |
5,561
-92
| -2% | -$7.51K | 0.09% | 150 |
|
|
2023
Q2 | $483K | Sell |
5,653
-106
| -2% | -$9.05K | 0.09% | 140 |
|
|
2023
Q1 | $506K | Sell |
5,759
-87
| -1% | -$7.64K | 0.1% | 127 |
|
|
2022
Q4 | $497K | Buy |
5,846
+1,176
| +25% | +$100K | 0.11% | 113 |
|
|
2022
Q3 | $369K | Buy |
4,670
+548
| +13% | +$43.3K | 0.09% | 132 |
|
|
2022
Q2 | $313K | Sell |
4,122
-544
| -12% | -$41.3K | 0.08% | 146 |
|
|
2022
Q1 | $408K | Buy |
4,666
+104
| +2% | +$9.09K | 0.09% | 123 |
|
|
2021
Q4 | $448K | Buy |
4,562
+102
| +2% | +$10K | 0.1% | 104 |
|
|
2021
Q3 | $434K | Buy |
4,460
+655
| +17% | +$63.7K | 0.11% | 91 |
|
|
2021
Q2 | $349K | Buy |
3,805
+103
| +3% | +$9.45K | 0.09% | 107 |
|
|
2021
Q1 | $287K | Buy |
3,702
+218
| +6% | +$16.9K | 0.08% | 116 |
|
|
2020
Q4 | $239K | Buy |
+3,484
| New | +$239K | 0.07% | 121 |
|
|
2019
Q2 | – | Sell |
-4,137
| Closed | -$175K | – | 612 |
|
|
2019
Q1 | $175K | Buy |
4,137
+949
| +30% | +$40.1K | 0.06% | 114 |
|
|
2018
Q4 | $126K | Sell |
3,188
-1,184
| -27% | -$46.8K | 0.05% | 129 |
|
|
2018
Q3 | $203K | Buy |
4,372
+33
| +0.8% | +$1.53K | 0.07% | 104 |
|
|
2018
Q2 | $209K | Buy |
4,339
+1,608
| +59% | +$77.5K | 0.08% | 100 |
|
|
2018
Q1 | $147K | Sell |
2,731
-4
| -0.1% | -$215 | 0.06% | 137 |
|
|
2017
Q4 | $143K | Buy |
+2,735
| New | +$143K | 0.06% | 144 |
|