Oxford 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 | $210K | Buy |
+1,488
| New | +$210K | 0.01% | 205 |
|
|
2025
Q1 | – | Sell |
-1,846
| Closed | -$232K | – | 289 |
|
|
2024
Q4 | $232K | Sell |
1,846
-424
| -19% | -$53.3K | 0.02% | 228 |
|
|
2024
Q3 | $237K | Sell |
2,270
-1,262
| -36% | -$132K | 0.02% | 222 |
|
|
2024
Q2 | $343K | Buy |
+3,532
| New | +$343K | 0.02% | 196 |
|
|
2023
Q2 | – | Sell |
-2,497
| Closed | -$219K | – | 301 |
|
|
2023
Q1 | $219K | Buy |
+2,497
| New | +$219K | 0.02% | 180 |
|