Morgan Stanley’s Conifer Holdings CNFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384 | Hold |
529
| – | – | ﹤0.01% | 7488 |
|
|
2025
Q1 | $270 | Hold |
529
| – | – | ﹤0.01% | 7440 |
|
|
2024
Q4 | $619 | Hold |
529
| – | – | ﹤0.01% | 7323 |
|
|
2024
Q3 | $577 | Hold |
529
| – | – | ﹤0.01% | 7285 |
|
|
2024
Q2 | $397 | Hold |
529
| – | – | ﹤0.01% | 7250 |
|
|
2024
Q1 | $598 | Sell |
529
-529
| -50% | -$598 | ﹤0.01% | 7223 |
|
|
2023
Q4 | $1.16K | Sell |
1,058
-606
| -36% | -$667 | ﹤0.01% | 7187 |
|
|
2023
Q3 | $1.92K | Hold |
1,664
| – | – | ﹤0.01% | 7141 |
|
|
2023
Q2 | $2.83K | Hold |
1,664
| – | – | ﹤0.01% | 7118 |
|
|
2023
Q1 | $2.51K | Hold |
1,664
| – | – | ﹤0.01% | 7196 |
|
|
2022
Q4 | $2.61K | Hold |
1,664
| – | – | ﹤0.01% | 7302 |
|
|
2022
Q3 | $3K | Hold |
1,664
| – | – | ﹤0.01% | 7372 |
|
|
2022
Q2 | $3K | Buy |
1,664
+1,087
| +188% | +$1.96K | ﹤0.01% | 7502 |
|
|
2022
Q1 | $1K | Buy |
577
+2
| +0.3% | +$3 | ﹤0.01% | 7829 |
|
|
2021
Q4 | $1K | Buy |
575
+46
| +9% | +$80 | ﹤0.01% | 7850 |
|
|
2021
Q3 | $2K | Hold |
529
| – | – | ﹤0.01% | 7652 |
|
|
2021
Q2 | $2K | Hold |
529
| – | – | ﹤0.01% | 7517 |
|
|
2021
Q1 | $2K | Buy |
529
+114
| +27% | +$431 | ﹤0.01% | 7257 |
|
|
2020
Q4 | $1K | Hold |
415
| – | – | ﹤0.01% | 6939 |
|
|
2020
Q3 | $1K | Hold |
415
| – | – | ﹤0.01% | 6648 |
|
|
2020
Q2 | $1K | Hold |
415
| – | – | ﹤0.01% | 6513 |
|
|
2020
Q1 | $1K | Hold |
415
| – | – | ﹤0.01% | 6453 |
|
|
2019
Q4 | $2K | Hold |
415
| – | – | ﹤0.01% | 6494 |
|
|
2019
Q3 | $2K | Sell |
415
-95
| -19% | -$458 | ﹤0.01% | 6471 |
|
|
2019
Q2 | $2K | Buy |
510
+94
| +23% | +$369 | ﹤0.01% | 6454 |
|
|
2019
Q1 | $2K | Hold |
416
| – | – | ﹤0.01% | 6447 |
|
|
2018
Q4 | $1K | Hold |
416
| – | – | ﹤0.01% | 6489 |
|
|
2018
Q3 | $2K | Hold |
416
| – | – | ﹤0.01% | 6564 |
|
|
2018
Q2 | $3K | Hold |
416
| – | – | ﹤0.01% | 6501 |
|
|
2018
Q1 | $2K | Hold |
416
| – | – | ﹤0.01% | 6493 |
|
|
2017
Q4 | $2K | Buy |
416
+1
| +0.2% | +$5 | ﹤0.01% | 6438 |
|
|
2017
Q3 | $2K | Sell |
415
-4,000
| -91% | -$19.3K | ﹤0.01% | 6398 |
|
|
2017
Q2 | $30K | Hold |
4,415
| – | – | ﹤0.01% | 5993 |
|
|
2017
Q1 | $32K | Hold |
4,415
| – | – | ﹤0.01% | 5955 |
|
|
2016
Q4 | $36K | Buy |
4,415
+2,255
| +104% | +$18.4K | ﹤0.01% | 5837 |
|
|
2016
Q3 | $18K | Hold |
2,160
| – | – | ﹤0.01% | 5941 |
|
|
2016
Q2 | $15K | Sell |
2,160
-1,610
| -43% | -$11.2K | ﹤0.01% | 5941 |
|
|
2016
Q1 | $25K | Buy |
3,770
+1,610
| +75% | +$10.7K | ﹤0.01% | 5847 |
|
|
2015
Q4 | $20K | Buy |
+2,160
| New | +$20K | ﹤0.01% | 6031 |
|