Lokken Investment Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $412K | Buy |
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|
2025
Q2 | $362K | Hold |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $318K | Hold |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $789K | Buy |
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|
2023
Q1 | $667K | Buy |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $560K | Buy |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $707K | Buy |
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|
2021
Q3 | $678K | Sell |
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|
2021
Q2 | $663K | Buy |
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|
2021
Q1 | $530K | Buy |
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|
2020
Q4 | $344K | Buy |
|