LIA
LS Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
14,900
+465
| +3% | +$65.5K | 0.31% | 52 |
|
|
2025
Q1 | $1.68M | Buy |
14,435
+965
| +7% | +$113K | 0.26% | 59 |
|
|
2024
Q4 | $1.69M | Sell |
13,470
-55
| -0.4% | -$6.92K | 0.25% | 60 |
|
|
2024
Q3 | $1.41M | Buy |
13,525
+7,875
| +139% | +$821K | 0.21% | 69 |
|
|
2024
Q2 | $549K | Hold |
5,650
| – | – | 0.09% | 104 |
|
|
2024
Q1 | $532K | Buy |
5,650
+100
| +2% | +$9.42K | 0.08% | 105 |
|
|
2023
Q4 | $518K | Hold |
5,550
| – | – | 0.09% | 102 |
|
|
2023
Q3 | $453K | Hold |
5,550
| – | – | 0.09% | 97 |
|
|
2023
Q2 | $474K | Hold |
5,550
| – | – | 0.08% | 99 |
|
|
2023
Q1 | $487K | Hold |
5,550
| – | – | 0.09% | 98 |
|
|
2022
Q4 | $472K | Hold |
5,550
| – | – | 0.09% | 98 |
|
|
2022
Q3 | $439K | Hold |
5,550
| – | – | 0.09% | 89 |
|
|
2022
Q2 | $422K | Hold |
5,550
| – | – | 0.08% | 98 |
|
|
2022
Q1 | $485K | Hold |
5,550
| – | – | 0.08% | 97 |
|
|
2021
Q4 | $545K | Hold |
5,550
| – | – | 0.08% | 96 |
|
|
2021
Q3 | $540K | Hold |
5,550
| – | – | 0.07% | 102 |
|
|
2021
Q2 | $509K | Sell |
5,550
-35,675
| -87% | -$3.27M | 0.06% | 105 |
|
|
2021
Q1 | $3.2M | Sell |
41,225
-1,007
| -2% | -$78.2K | 0.18% | 131 |
|
|
2020
Q4 | $2.89M | Sell |
42,232
-1,756
| -4% | -$120K | 0.15% | 143 |
|
|
2020
Q3 | $2.13M | Buy |
43,988
+793
| +2% | +$38.3K | 0.12% | 157 |
|
|
2020
Q2 | $2.09M | Buy |
43,195
+4,406
| +11% | +$213K | 0.13% | 152 |
|
|
2020
Q1 | $1.32M | Sell |
38,789
-10,058
| -21% | -$342K | 0.1% | 190 |
|
|
2019
Q4 | $2.5M | Sell |
48,847
-706
| -1% | -$36.1K | 0.13% | 161 |
|
|
2019
Q3 | $2.11M | Sell |
49,553
-745
| -1% | -$31.8K | 0.12% | 167 |
|
|
2019
Q2 | $2.2M | Sell |
50,298
-154
| -0.3% | -$6.75K | 0.13% | 157 |
|
|
2019
Q1 | $2.13M | Sell |
50,452
-976
| -2% | -$41.2K | 0.13% | 159 |
|
|
2018
Q4 | $2.04M | Sell |
51,428
-797
| -2% | -$31.6K | 0.14% | 150 |
|
|
2018
Q3 | $2.43M | Buy |
52,225
+342
| +0.7% | +$15.9K | 0.14% | 144 |
|
|
2018
Q2 | $2.46M | Sell |
51,883
-953
| -2% | -$45.2K | 0.15% | 144 |
|
|
2018
Q1 | $2.85M | Sell |
52,836
-663
| -1% | -$35.8K | 0.17% | 125 |
|
|
2017
Q4 | $2.81M | Sell |
53,499
-424
| -0.8% | -$22.2K | 0.16% | 127 |
|
|
2017
Q3 | $2.6M | Sell |
53,923
-737
| -1% | -$35.5K | 0.15% | 131 |
|
|
2017
Q2 | $2.44M | Buy |
54,660
+1,717
| +3% | +$76.5K | 0.15% | 139 |
|
|
2017
Q1 | $2.27M | Buy |
52,943
+4,769
| +10% | +$204K | 0.15% | 143 |
|
|
2016
Q4 | $2.04M | Buy |
48,174
+5,664
| +13% | +$239K | 0.14% | 150 |
|
|
2016
Q3 | $1.36M | Sell |
42,510
-2,712
| -6% | -$87K | 0.1% | 203 |
|
|
2016
Q2 | $1.18M | Buy |
45,222
+1,770
| +4% | +$46K | 0.08% | 217 |
|
|
2016
Q1 | $1.09M | Buy |
43,452
+1,665
| +4% | +$41.7K | 0.08% | 223 |
|
|
2015
Q4 | $1.33M | Sell |
41,787
-7,569
| -15% | -$241K | 0.1% | 198 |
|
|
2015
Q3 | $1.56M | Buy |
49,356
+2,410
| +5% | +$75.9K | 0.13% | 176 |
|
|
2015
Q2 | $1.82M | Buy |
46,946
+3,292
| +8% | +$128K | 0.14% | 149 |
|
|
2015
Q1 | $1.56M | Buy |
43,654
+12,116
| +38% | +$432K | 0.12% | 190 |
|
|
2014
Q4 | $1.22M | Buy |
31,538
+474
| +2% | +$18.4K | 0.1% | 196 |
|
|
2014
Q3 | $1.07M | Buy |
31,064
+3,048
| +11% | +$105K | 0.09% | 195 |
|
|
2014
Q2 | $906K | Sell |
28,016
-425
| -1% | -$13.7K | 0.08% | 207 |
|
|
2014
Q1 | $887K | Buy |
28,441
+11,462
| +68% | +$357K | 0.07% | 212 |
|
|
2013
Q4 | $532K | Buy |
16,979
+8,937
| +111% | +$280K | 0.05% | 223 |
|
|
2013
Q3 | $217K | Buy |
8,042
+1,118
| +16% | +$30.2K | 0.03% | 232 |
|
|
2013
Q2 | $169K | Buy |
+6,924
| New | +$169K | 0.02% | 235 |
|