Morgan Stanley’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Buy |
251,521
+27,664
| +12% | +$710K | ﹤0.01% | 3838 |
|
|
2025
Q1 | $5.59M | Sell |
223,857
-13,632
| -6% | -$340K | ﹤0.01% | 3839 |
|
|
2024
Q4 | $6.48M | Sell |
237,489
-15,364
| -6% | -$419K | ﹤0.01% | 3771 |
|
|
2024
Q3 | $6.44M | Buy |
252,853
+10,268
| +4% | +$262K | ﹤0.01% | 3769 |
|
|
2024
Q2 | $4.69M | Buy |
242,585
+26,087
| +12% | +$504K | ﹤0.01% | 3929 |
|
|
2024
Q1 | $4.07M | Sell |
216,498
-165,272
| -43% | -$3.11M | ﹤0.01% | 4079 |
|
|
2023
Q4 | $8.13M | Buy |
381,770
+209,948
| +122% | +$4.47M | ﹤0.01% | 4076 |
|
|
2023
Q3 | $2.89M | Sell |
171,822
-133,389
| -44% | -$2.24M | ﹤0.01% | 4130 |
|
|
2023
Q2 | $4.8M | Buy |
305,211
+64,995
| +27% | +$1.02M | ﹤0.01% | 3806 |
|
|
2023
Q1 | $4.63M | Buy |
240,216
+6,403
| +3% | +$123K | ﹤0.01% | 3844 |
|
|
2022
Q4 | $5.7M | Buy |
233,813
+95,779
| +69% | +$2.33M | ﹤0.01% | 3637 |
|
|
2022
Q3 | $3.32M | Buy |
138,034
+13,851
| +11% | +$333K | ﹤0.01% | 4023 |
|
|
2022
Q2 | $3.23M | Buy |
124,183
+92,262
| +289% | +$2.4M | ﹤0.01% | 4132 |
|
|
2022
Q1 | $961K | Buy |
31,921
+2,833
| +10% | +$85.3K | ﹤0.01% | 5023 |
|
|
2021
Q4 | $925K | Sell |
29,088
-1,060
| -4% | -$33.7K | ﹤0.01% | 5132 |
|
|
2021
Q3 | $924K | Sell |
30,148
-373
| -1% | -$11.4K | ﹤0.01% | 5096 |
|
|
2021
Q2 | $916K | Buy |
30,521
+19,989
| +190% | +$600K | ﹤0.01% | 5131 |
|
|
2021
Q1 | $319K | Sell |
10,532
-8,033
| -43% | -$243K | ﹤0.01% | 5390 |
|
|
2020
Q4 | $418K | Buy |
18,565
+16,265
| +707% | +$366K | ﹤0.01% | 5188 |
|
|
2020
Q3 | $35K | Sell |
2,300
-3,503
| -60% | -$53.3K | ﹤0.01% | 5848 |
|
|
2020
Q2 | $107K | Sell |
5,803
-3,710
| -39% | -$68.4K | ﹤0.01% | 5373 |
|
|
2020
Q1 | $173K | Sell |
9,513
-27,019
| -74% | -$491K | ﹤0.01% | 4928 |
|
|
2019
Q4 | $1.17M | Buy |
36,532
+14,038
| +62% | +$451K | ﹤0.01% | 4431 |
|
|
2019
Q3 | $678K | Buy |
22,494
+20,971
| +1,377% | +$632K | ﹤0.01% | 4524 |
|
|
2019
Q2 | $45K | Sell |
1,523
-27,549
| -95% | -$814K | ﹤0.01% | 5647 |
|
|
2019
Q1 | $791K | Sell |
29,072
-55,025
| -65% | -$1.5M | ﹤0.01% | 4263 |
|
|
2018
Q4 | $2.16M | Sell |
84,097
-154,575
| -65% | -$3.97M | ﹤0.01% | 3702 |
|
|
2018
Q3 | $7.49M | Buy |
238,672
+130,863
| +121% | +$4.11M | ﹤0.01% | 2725 |
|
|
2018
Q2 | $3.55M | Sell |
107,809
-5,752
| -5% | -$189K | ﹤0.01% | 3553 |
|
|
2018
Q1 | $3.36M | Buy |
113,561
+11,687
| +11% | +$346K | ﹤0.01% | 3478 |
|
|
2017
Q4 | $3.17M | Sell |
101,874
-7,376
| -7% | -$229K | ﹤0.01% | 3580 |
|
|
2017
Q3 | $3.15M | Buy |
109,250
+8,018
| +8% | +$231K | ﹤0.01% | 3439 |
|
|
2017
Q2 | $3.02M | Sell |
101,232
-14,931
| -13% | -$445K | ﹤0.01% | 3392 |
|
|
2017
Q1 | $3.83M | Sell |
116,163
-13,078
| -10% | -$431K | ﹤0.01% | 3152 |
|
|
2016
Q4 | $4.42M | Buy |
129,241
+99,810
| +339% | +$3.41M | ﹤0.01% | 3125 |
|
|
2016
Q3 | $798K | Buy |
29,431
+28,338
| +2,593% | +$768K | ﹤0.01% | 4205 |
|
|
2016
Q2 | $29K | Buy |
1,093
+269
| +33% | +$7.14K | ﹤0.01% | 5719 |
|
|
2016
Q1 | $24K | Sell |
824
-4,593
| -85% | -$134K | ﹤0.01% | 5864 |
|
|
2015
Q4 | $152K | Sell |
5,417
-105,328
| -95% | -$2.96M | ﹤0.01% | 5212 |
|
|
2015
Q3 | $2.75M | Buy |
110,745
+5,456
| +5% | +$135K | ﹤0.01% | 3208 |
|
|
2015
Q2 | $2.62M | Buy |
105,289
+7,651
| +8% | +$190K | ﹤0.01% | 3378 |
|
|
2015
Q1 | $2.24M | Buy |
97,638
+63,485
| +186% | +$1.46M | ﹤0.01% | 3500 |
|
|
2014
Q4 | $858K | Buy |
34,153
+6,171
| +22% | +$155K | ﹤0.01% | 4276 |
|
|
2014
Q3 | $629K | Buy |
27,982
+1,083
| +4% | +$24.3K | ﹤0.01% | 4409 |
|
|
2014
Q2 | $630K | Buy |
26,899
+3,765
| +16% | +$88.2K | ﹤0.01% | 4417 |
|
|
2014
Q1 | $533K | Sell |
23,134
-3,969
| -15% | -$91.4K | ﹤0.01% | 4511 |
|
|
2013
Q4 | $670K | Buy |
27,103
+14,706
| +119% | +$364K | ﹤0.01% | 4246 |
|
|
2013
Q3 | $254K | Buy |
12,397
+1,756
| +17% | +$36K | ﹤0.01% | 4743 |
|
|
2013
Q2 | $195K | Buy |
+10,641
| New | +$195K | ﹤0.01% | 4855 |
|