Lokken Investment Group’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 | $362K | Hold |
2,568
| – | – | 0.14% | 98 |
|
|
2025
Q1 | $300K | Sell |
2,568
-446
| -15% | -$52K | 0.13% | 101 |
|
|
2024
Q4 | $379K | Sell |
3,014
-39
| -1% | -$4.9K | 0.16% | 91 |
|
|
2024
Q3 | $318K | Hold |
3,053
| – | – | 0.13% | 106 |
|
|
2024
Q2 | $297K | Hold |
3,053
| – | – | 0.14% | 108 |
|
|
2024
Q1 | $287K | Sell |
3,053
-58
| -2% | -$5.46K | 0.14% | 108 |
|
|
2023
Q4 | $290K | Sell |
3,111
-5,626
| -64% | -$525K | 0.16% | 100 |
|
|
2023
Q3 | $714K | Sell |
8,737
-503
| -5% | -$41.1K | 0.47% | 50 |
|
|
2023
Q2 | $789K | Buy |
9,240
+1,644
| +22% | +$140K | 0.51% | 47 |
|
|
2023
Q1 | $667K | Buy |
7,596
+549
| +8% | +$48.2K | 0.51% | 48 |
|
|
2022
Q4 | $599K | Sell |
7,047
-38
| -0.5% | -$3.23K | 0.47% | 49 |
|
|
2022
Q3 | $560K | Buy |
7,085
+107
| +2% | +$8.46K | 0.48% | 47 |
|
|
2022
Q2 | $531K | Buy |
6,978
+327
| +5% | +$24.9K | 0.43% | 49 |
|
|
2022
Q1 | $536K | Sell |
6,651
-556
| -8% | -$44.8K | 0.43% | 51 |
|
|
2021
Q4 | $707K | Buy |
7,207
+240
| +3% | +$23.5K | 0.5% | 41 |
|
|
2021
Q3 | $678K | Sell |
6,967
-267
| -4% | -$26K | 0.54% | 42 |
|
|
2021
Q2 | $663K | Buy |
7,234
+409
| +6% | +$37.5K | 0.54% | 46 |
|
|
2021
Q1 | $530K | Buy |
6,825
+1,804
| +36% | +$140K | 0.47% | 50 |
|
|
2020
Q4 | $344K | Buy |
+5,021
| New | +$344K | 0.31% | 62 |
|