Morgan Stanley’s Citizens CIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
60,032
+38,918
| +184% | +$136K | ﹤0.01% | 5831 |
|
|
2025
Q1 | $96.1K | Buy |
21,114
+11,095
| +111% | +$50.5K | ﹤0.01% | 6027 |
|
|
2024
Q4 | $40.2K | Buy |
10,019
+9,566
| +2,112% | +$38.4K | ﹤0.01% | 6357 |
|
|
2024
Q3 | $1.64K | Sell |
453
-264
| -37% | -$956 | ﹤0.01% | 7167 |
|
|
2024
Q2 | $1.95K | Sell |
717
-33,420
| -98% | -$90.9K | ﹤0.01% | 7071 |
|
|
2024
Q1 | $73.1K | Sell |
34,137
-82,939
| -71% | -$177K | ﹤0.01% | 6100 |
|
|
2023
Q4 | $315K | Buy |
117,076
+116,813
| +44,416% | +$314K | ﹤0.01% | 5781 |
|
|
2023
Q3 | $750 | Hold |
263
| – | – | ﹤0.01% | 7268 |
|
|
2023
Q2 | $634 | Sell |
263
-12,227
| -98% | -$29.5K | ﹤0.01% | 7351 |
|
|
2023
Q1 | $46.3K | Buy |
12,490
+6,459
| +107% | +$24K | ﹤0.01% | 6318 |
|
|
2022
Q4 | $12.8K | Sell |
6,031
-108,638
| -95% | -$231K | ﹤0.01% | 6845 |
|
|
2022
Q3 | $382K | Sell |
114,669
-133,731
| -54% | -$446K | ﹤0.01% | 5403 |
|
|
2022
Q2 | $1.04M | Buy |
248,400
+219,738
| +767% | +$920K | ﹤0.01% | 4995 |
|
|
2022
Q1 | $122K | Sell |
28,662
-7,338
| -20% | -$31.2K | ﹤0.01% | 6192 |
|
|
2021
Q4 | $191K | Buy |
36,000
+3,519
| +11% | +$18.7K | ﹤0.01% | 6099 |
|
|
2021
Q3 | $202K | Sell |
32,481
-15,670
| -33% | -$97.5K | ﹤0.01% | 5995 |
|
|
2021
Q2 | $254K | Buy |
48,151
+28,998
| +151% | +$153K | ﹤0.01% | 5890 |
|
|
2021
Q1 | $111K | Sell |
19,153
-17,782
| -48% | -$103K | ﹤0.01% | 5951 |
|
|
2020
Q4 | $212K | Buy |
36,935
+32,107
| +665% | +$184K | ﹤0.01% | 5560 |
|
|
2020
Q3 | $27K | Sell |
4,828
-11,796
| -71% | -$66K | ﹤0.01% | 5941 |
|
|
2020
Q2 | $99K | Buy |
16,624
+11,598
| +231% | +$69.1K | ﹤0.01% | 5400 |
|
|
2020
Q1 | $33K | Sell |
5,026
-62,820
| -93% | -$412K | ﹤0.01% | 5615 |
|
|
2019
Q4 | $458K | Buy |
67,846
+52,135
| +332% | +$352K | ﹤0.01% | 4978 |
|
|
2019
Q3 | $107K | Buy |
15,711
+12,777
| +435% | +$87K | ﹤0.01% | 5425 |
|
|
2019
Q2 | $21K | Sell |
2,934
-6,539
| -69% | -$46.8K | ﹤0.01% | 5911 |
|
|
2019
Q1 | $63K | Sell |
9,473
-68,335
| -88% | -$454K | ﹤0.01% | 5561 |
|
|
2018
Q4 | $586K | Sell |
77,808
-31,177
| -29% | -$235K | ﹤0.01% | 4686 |
|
|
2018
Q3 | $916K | Sell |
108,985
-5,864
| -5% | -$49.3K | ﹤0.01% | 4603 |
|
|
2018
Q2 | $895K | Buy |
114,849
+6,302
| +6% | +$49.1K | ﹤0.01% | 4701 |
|
|
2018
Q1 | $795K | Buy |
108,547
+8,260
| +8% | +$60.5K | ﹤0.01% | 4708 |
|
|
2017
Q4 | $737K | Buy |
100,287
+34,956
| +54% | +$257K | ﹤0.01% | 4746 |
|
|
2017
Q3 | $480K | Buy |
65,331
+545
| +0.8% | +$4K | ﹤0.01% | 4904 |
|
|
2017
Q2 | $478K | Buy |
64,786
+3,731
| +6% | +$27.5K | ﹤0.01% | 4818 |
|
|
2017
Q1 | $454K | Sell |
61,055
-74,143
| -55% | -$551K | ﹤0.01% | 4895 |
|
|
2016
Q4 | $1.33M | Buy |
135,198
+125,695
| +1,323% | +$1.23M | ﹤0.01% | 4248 |
|
|
2016
Q3 | $89K | Buy |
+9,503
| New | +$89K | ﹤0.01% | 5356 |
|
|
2016
Q1 | – | Sell |
-1,833
| Closed | -$14K | – | 6584 |
|
|
2015
Q4 | $14K | Sell |
1,833
-171
| -9% | -$1.31K | ﹤0.01% | 6141 |
|
|
2015
Q3 | $15K | Sell |
2,004
-1,533
| -43% | -$11.5K | ﹤0.01% | 6127 |
|
|
2015
Q2 | $26K | Sell |
3,537
-1,171
| -25% | -$8.61K | ﹤0.01% | 6062 |
|
|
2015
Q1 | $29K | Sell |
4,708
-3,527
| -43% | -$21.7K | ﹤0.01% | 5964 |
|
|
2014
Q4 | $63K | Buy |
8,235
+5,450
| +196% | +$41.7K | ﹤0.01% | 5733 |
|
|
2014
Q3 | $18K | Sell |
2,785
-6,471
| -70% | -$41.8K | ﹤0.01% | 6032 |
|
|
2014
Q2 | $68K | Sell |
9,256
-1,966
| -18% | -$14.4K | ﹤0.01% | 5651 |
|
|
2014
Q1 | $83K | Sell |
11,222
-7,853
| -41% | -$58.1K | ﹤0.01% | 5523 |
|
|
2013
Q4 | $167K | Buy |
+19,075
| New | +$167K | ﹤0.01% | 5113 |
|
|
2013
Q3 | – | Sell |
-10,629
| Closed | -$63K | – | 5325 |
|
|
2013
Q2 | $63K | Buy |
+10,629
| New | +$63K | ﹤0.01% | 5162 |
|