Nations Financial Group’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$812K Buy
5,762
+28
+0.5% +$3.94K 0.06% 339
2025
Q1
$669K Buy
5,734
+3,655
+176% +$426K 0.05% 362
2024
Q4
$261K Buy
+2,079
New +$261K 0.02% 583