Morgan Stanley’s USCB Financial Holdings USCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
43,998
+1,588
| +4% | +$26.3K | ﹤0.01% | 5269 |
|
|
2025
Q1 | $787K | Sell |
42,410
-9,094
| -18% | -$169K | ﹤0.01% | 5119 |
|
|
2024
Q4 | $914K | Buy |
51,504
+394
| +0.8% | +$6.99K | ﹤0.01% | 5139 |
|
|
2024
Q3 | $779K | Buy |
51,110
+20,123
| +65% | +$307K | ﹤0.01% | 5182 |
|
|
2024
Q2 | $398K | Buy |
30,987
+9,372
| +43% | +$120K | ﹤0.01% | 5391 |
|
|
2024
Q1 | $246K | Sell |
21,615
-35,389
| -62% | -$403K | ﹤0.01% | 5654 |
|
|
2023
Q4 | $698K | Buy |
57,004
+42,840
| +302% | +$525K | ﹤0.01% | 5470 |
|
|
2023
Q3 | $149K | Sell |
14,164
-2,321
| -14% | -$24.4K | ﹤0.01% | 5706 |
|
|
2023
Q2 | $168K | Buy |
16,485
+150
| +0.9% | +$1.53K | ﹤0.01% | 5717 |
|
|
2023
Q1 | $162K | Buy |
16,335
+4,751
| +41% | +$47K | ﹤0.01% | 5803 |
|
|
2022
Q4 | $141K | Sell |
11,584
-562
| -5% | -$6.86K | ﹤0.01% | 5816 |
|
|
2022
Q3 | $159K | Buy |
12,146
+5,526
| +83% | +$72.3K | ﹤0.01% | 5838 |
|
|
2022
Q2 | $77K | Sell |
6,620
-993
| -13% | -$11.6K | ﹤0.01% | 6405 |
|
|
2022
Q1 | $109K | Buy |
7,613
+2,139
| +39% | +$30.6K | ﹤0.01% | 6255 |
|
|
2021
Q4 | $77K | Buy |
+5,474
| New | +$77K | ﹤0.01% | 6582 |
|