Morgan Stanley’s X Financial XYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
269,341
+168,156
| +166% | +$2.94M | ﹤0.01% | 4102 |
|
|
2025
Q1 | $1.46M | Buy |
101,185
+68,513
| +210% | +$986K | ﹤0.01% | 4800 |
|
|
2024
Q4 | $272K | Sell |
32,672
-5,024
| -13% | -$41.9K | ﹤0.01% | 5673 |
|
|
2024
Q3 | $249K | Buy |
37,696
+5,396
| +17% | +$35.6K | ﹤0.01% | 5670 |
|
|
2024
Q2 | $139K | Buy |
32,300
+300
| +0.9% | +$1.29K | ﹤0.01% | 5833 |
|
|
2024
Q1 | $124K | Buy |
32,000
+3,800
| +13% | +$14.7K | ﹤0.01% | 5909 |
|
|
2023
Q4 | $103K | Buy |
28,200
+14,229
| +102% | +$52.1K | ﹤0.01% | 6150 |
|
|
2023
Q3 | $57.1K | Buy |
13,971
+6,216
| +80% | +$25.4K | ﹤0.01% | 6113 |
|
|
2023
Q2 | $34K | Buy |
7,755
+1,483
| +24% | +$6.51K | ﹤0.01% | 6362 |
|
|
2023
Q1 | $19.6K | Buy |
6,272
+201
| +3% | +$627 | ﹤0.01% | 6637 |
|
|
2022
Q4 | $18.3K | Sell |
6,071
-6
| -0.1% | -$18 | ﹤0.01% | 6727 |
|
|
2022
Q3 | $14K | Buy |
6,077
+6
| +0.1% | +$14 | ﹤0.01% | 6959 |
|
|
2022
Q2 | $16K | Buy |
6,071
+1,203
| +25% | +$3.17K | ﹤0.01% | 7078 |
|
|
2022
Q1 | $13K | Hold |
4,868
| – | – | ﹤0.01% | 7320 |
|
|
2021
Q4 | $15K | Sell |
4,868
-26,738
| -85% | -$82.4K | ﹤0.01% | 7328 |
|
|
2021
Q3 | $131K | Buy |
31,606
+31,309
| +10,542% | +$130K | ﹤0.01% | 6218 |
|
|
2021
Q2 | $4K | Hold |
297
| – | – | ﹤0.01% | 7453 |
|
|
2021
Q1 | $1K | Hold |
297
| – | – | ﹤0.01% | 7390 |
|
|
2020
Q4 | $1K | Buy |
+297
| New | +$1K | ﹤0.01% | 6977 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | – | – | 6840 |
|
|
2020
Q2 | $0 | Sell |
2
-197
| -99% | – | ﹤0.01% | 6737 |
|
|
2020
Q1 | $1K | Sell |
199
-30
| -13% | -$151 | ﹤0.01% | 6497 |
|
|
2019
Q4 | $1K | Sell |
229
-1,855
| -89% | -$8.1K | ﹤0.01% | 6596 |
|
|
2019
Q3 | $14K | Buy |
+2,084
| New | +$14K | ﹤0.01% | 6115 |
|
|
2018
Q4 | – | Sell |
-171,002
| Closed | -$4.62M | – | 6752 |
|
|
2018
Q3 | $4.62M | Buy |
+171,002
| New | +$4.62M | ﹤0.01% | 3268 |
|