Morgan Stanley’s Southwest Georgia Financial Corporation SGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,008
| Closed | -$18K | – | 6936 |
|
|
2020
Q1 | $18K | Hold |
1,008
| – | – | ﹤0.01% | 5858 |
|
|
2019
Q4 | $35K | Sell |
1,008
-150
| -13% | -$3.54K | ﹤0.01% | 5959 |
|
|
2019
Q3 | $23K | Hold |
1,158
| – | – | ﹤0.01% | 5967 |
|
|
2019
Q2 | $24K | Hold |
1,158
| – | – | ﹤0.01% | 5879 |
|
|
2019
Q1 | $24K | Hold |
1,158
| – | – | ﹤0.01% | 5961 |
|
|
2018
Q4 | $23K | Hold |
1,158
| – | – | ﹤0.01% | 5993 |
|
|
2018
Q3 | $27K | Hold |
1,158
| – | – | ﹤0.01% | 6065 |
|
|
2018
Q2 | $26K | Hold |
1,158
| – | – | ﹤0.01% | 6091 |
|
|
2018
Q1 | $24K | Hold |
1,158
| – | – | ﹤0.01% | 6094 |
|
|
2017
Q4 | $27K | Hold |
1,158
| – | – | ﹤0.01% | 6004 |
|
|
2017
Q3 | $23K | Sell |
1,158
-9
| -0.8% | -$179 | ﹤0.01% | 5990 |
|
|
2017
Q2 | $23K | Sell |
1,167
-192
| -14% | -$3.93K | ﹤0.01% | 6056 |
|
|
2017
Q1 | $30K | Hold |
1,359
| – | – | ﹤0.01% | 5974 |
|
|
2016
Q4 | $27K | Hold |
1,359
| – | – | ﹤0.01% | 5932 |
|
|
2016
Q3 | $22K | Sell |
1,359
-268
| -16% | -$4.11K | ﹤0.01% | 5896 |
|
|
2016
Q2 | $23K | Hold |
1,627
| – | – | ﹤0.01% | 5808 |
|
|
2016
Q1 | $23K | Hold |
1,627
| – | – | ﹤0.01% | 5884 |
|
|
2015
Q4 | $26K | Hold |
1,627
| – | – | ﹤0.01% | 5955 |
|
|
2015
Q3 | $25K | Buy |
1,627
+619
| +61% | +$9.08K | ﹤0.01% | 5984 |
|
|
2015
Q2 | $14K | Hold |
1,008
| – | – | ﹤0.01% | 6239 |
|
|
2015
Q1 | $14K | Buy |
1,008
+701
| +228% | +$9.66K | ﹤0.01% | 6158 |
|
|
2014
Q4 | $4K | Buy |
+307
| New | +$4.3K | ﹤0.01% | 6384 |
|
Morgan Stanley's SGB Position: Q2 2020 in Review
Morgan Stanley sold out of Southwest Georgia Financial Corporation (SGB) in Q2 2020, closing a stake of 1,008 shares — an estimated $18K sold.
Morgan Stanley first reported a position in SGB in Q4 2014 and held it in 22 quarters. The position peaked at $35K in Q4 2019. 0 funds tracked by Wall St. Rank hold SGB as of Q2 2020.
- Morgan Stanley reported no remaining Southwest Georgia Financial Corporation position as of Q2 2020 after selling out during the quarter.
- Morgan Stanley sold 1,008 Southwest Georgia Financial Corporation shares in Q2 2020, an estimated $18K.
- Morgan Stanley first reported a position in Southwest Georgia Financial Corporation in Q4 2014 and held it in 22 quarters.
- Morgan Stanley's Southwest Georgia Financial Corporation position peaked at $35K in Q4 2019.
- 0 funds tracked by Wall St. Rank held Southwest Georgia Financial Corporation as of Q2 2020.
Based on Morgan Stanley's 13F filing for Q2 2020, filed 14 Aug 2020.