Raleigh Capital Management’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 | $786K | Buy |
5,583
+188
| +3% | +$26.5K | 0.33% | 89 |
|
|
2025
Q1 | $629K | Sell |
5,395
-1,251
| -19% | -$146K | 0.29% | 99 |
|
|
2024
Q4 | $836K | Sell |
6,646
-1,416
| -18% | -$178K | 0.32% | 93 |
|
|
2024
Q3 | $840K | Buy |
8,062
+7,706
| +2,165% | +$803K | 0.32% | 97 |
|
|
2024
Q2 | $34.6K | Buy |
356
+111
| +45% | +$10.8K | 0.01% | 350 |
|
|
2024
Q1 | $23.1K | Buy |
245
+180
| +277% | +$16.9K | 0.01% | 405 |
|
|
2023
Q4 | $6.09K | Buy |
65
+60
| +1,200% | +$5.62K | ﹤0.01% | 700 |
|
|
2023
Q3 | $430 | Buy |
+5
| New | +$430 | ﹤0.01% | 887 |
|
|
2023
Q1 | – | Sell |
-2,767
| Closed | -$235K | – | 880 |
|
|
2022
Q4 | $235K | Sell |
2,767
-235
| -8% | -$20K | 0.12% | 158 |
|
|
2022
Q3 | $237K | Buy |
3,002
+75
| +3% | +$5.92K | 0.14% | 147 |
|
|
2022
Q2 | $223K | Buy |
2,927
+397
| +16% | +$30.2K | 0.13% | 169 |
|
|
2022
Q1 | $221K | Buy |
+2,530
| New | +$221K | 0.12% | 170 |
|