LRI Investments’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 | $64.4K | Buy |
457
+364
| +391% | +$51.3K | 0.01% | 512 |
|
|
2025
Q1 | $10.9K | Hold |
93
| – | – | ﹤0.01% | 785 |
|
|
2024
Q4 | $11.7K | Hold |
93
| – | – | ﹤0.01% | 760 |
|
|
2024
Q3 | $12.3K | Sell |
93
-105
| -53% | -$13.9K | ﹤0.01% | 747 |
|
|
2024
Q2 | $19.2K | Buy |
198
+105
| +113% | +$10.2K | ﹤0.01% | 613 |
|
|
2024
Q1 | $8.76K | Buy |
+93
| New | +$8.76K | ﹤0.01% | 535 |
|