Morgan Stanley’s Energy Focus EFOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05K | Buy |
2,063
+1,600
| +346% | +$3.91K | ﹤0.01% | 7029 |
|
|
2025
Q1 | $852 | Hold |
463
| – | – | ﹤0.01% | 7302 |
|
|
2024
Q4 | $551 | Hold |
463
| – | – | ﹤0.01% | 7334 |
|
|
2024
Q3 | $551 | Hold |
463
| – | – | ﹤0.01% | 7292 |
|
|
2024
Q2 | $643 | Hold |
463
| – | – | ﹤0.01% | 7200 |
|
|
2024
Q1 | $736 | Sell |
463
-463
| -50% | -$736 | ﹤0.01% | 7206 |
|
|
2023
Q4 | $1.4K | Buy |
926
+463
| +100% | +$699 | ﹤0.01% | 7174 |
|
|
2023
Q3 | $926 | Hold |
463
| – | – | ﹤0.01% | 7243 |
|
|
2023
Q2 | $838 | Hold |
463
| – | – | ﹤0.01% | 7325 |
|
|
2023
Q1 | $1.82K | Sell |
463
-1
| -0.2% | -$4 | ﹤0.01% | 7255 |
|
|
2022
Q4 | $1.02K | Buy |
464
+1
| +0.2% | +$2 | ﹤0.01% | 7467 |
|
|
2022
Q3 | $2K | Sell |
463
-1
| -0.2% | -$4 | ﹤0.01% | 7462 |
|
|
2022
Q2 | $4K | Hold |
464
| – | – | ﹤0.01% | 7443 |
|
|
2022
Q1 | $4K | Hold |
464
| – | – | ﹤0.01% | 7627 |
|
|
2021
Q4 | $14K | Sell |
464
-172
| -27% | -$5.19K | ﹤0.01% | 7344 |
|
|
2021
Q3 | $14K | Hold |
636
| – | – | ﹤0.01% | 7217 |
|
|
2021
Q2 | $18K | Hold |
636
| – | – | ﹤0.01% | 7037 |
|
|
2021
Q1 | $20K | Hold |
636
| – | – | ﹤0.01% | 6711 |
|
|
2020
Q4 | $18K | Hold |
636
| – | – | ﹤0.01% | 6464 |
|
|
2020
Q3 | $31K | Sell |
636
-453
| -42% | -$22.1K | ﹤0.01% | 5892 |
|
|
2020
Q2 | $53K | Buy |
1,089
+453
| +71% | +$22K | ﹤0.01% | 5658 |
|
|
2020
Q1 | $7K | Hold |
636
| – | – | ﹤0.01% | 6104 |
|
|
2019
Q4 | $11K | Hold |
636
| – | – | ﹤0.01% | 6241 |
|
|
2019
Q3 | $10K | Sell |
636
-2
| -0.3% | -$31 | ﹤0.01% | 6195 |
|
|
2019
Q2 | $9K | Buy |
638
+2
| +0.3% | +$28 | ﹤0.01% | 6161 |
|
|
2019
Q1 | $27K | Sell |
636
-572
| -47% | -$24.3K | ﹤0.01% | 5917 |
|
|
2018
Q4 | $26K | Hold |
1,208
| – | – | ﹤0.01% | 5958 |
|
|
2018
Q3 | $87K | Sell |
1,208
-11
| -0.9% | -$792 | ﹤0.01% | 5729 |
|
|
2018
Q2 | $81K | Buy |
1,219
+543
| +80% | +$36.1K | ﹤0.01% | 5786 |
|
|
2018
Q1 | $60K | Sell |
676
-20
| -3% | -$1.78K | ﹤0.01% | 5841 |
|
|
2017
Q4 | $60K | Sell |
696
-43
| -6% | -$3.71K | ﹤0.01% | 5776 |
|
|
2017
Q3 | $71K | Sell |
739
-15
| -2% | -$1.44K | ﹤0.01% | 5672 |
|
|
2017
Q2 | $69K | Sell |
754
-2
| -0.3% | -$183 | ﹤0.01% | 5769 |
|
|
2017
Q1 | $87K | Sell |
756
-149
| -16% | -$17.1K | ﹤0.01% | 5648 |
|
|
2016
Q4 | $135K | Buy |
905
+668
| +282% | +$99.6K | ﹤0.01% | 5480 |
|
|
2016
Q3 | $40K | Sell |
237
-11
| -4% | -$1.86K | ﹤0.01% | 5673 |
|
|
2016
Q2 | $54K | Sell |
248
-195
| -44% | -$42.5K | ﹤0.01% | 5504 |
|
|
2016
Q1 | $115K | Sell |
443
-1,981
| -82% | -$514K | ﹤0.01% | 5250 |
|
|
2015
Q4 | $1.17M | Buy |
2,424
+206
| +9% | +$99.1K | ﹤0.01% | 3946 |
|
|
2015
Q3 | $916K | Buy |
2,218
+2,083
| +1,543% | +$860K | ﹤0.01% | 4180 |
|
|
2015
Q2 | $41K | Buy |
135
+20
| +17% | +$6.07K | ﹤0.01% | 5923 |
|
|
2015
Q1 | $19K | Buy |
115
+93
| +423% | +$15.4K | ﹤0.01% | 6063 |
|
|
2014
Q4 | $4K | Buy |
22
+3
| +16% | +$545 | ﹤0.01% | 6364 |
|
|
2014
Q3 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 6361 |
|