Raymond James Financial Services Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $34.6M | Sell |
332,329
-297
| -0.1% | -$31K | 0.05% | 371 |
|
|
2024
Q2 | $32.3M | Sell |
332,626
-70,486
| -17% | -$6.85M | 0.05% | 371 |
|
|
2024
Q1 | $38M | Buy |
403,112
+38,400
| +11% | +$3.62M | 0.06% | 317 |
|
|
2023
Q4 | $34M | Buy |
364,712
+19,614
| +6% | +$1.83M | 0.06% | 324 |
|
|
2023
Q3 | $28.2M | Sell |
345,098
-2,822
| -0.8% | -$230K | 0.05% | 346 |
|
|
2023
Q2 | $29.7M | Buy |
347,920
+49,695
| +17% | +$4.24M | 0.05% | 339 |
|
|
2023
Q1 | $26.2M | Buy |
298,225
+52,447
| +21% | +$4.6M | 0.05% | 354 |
|
|
2022
Q4 | $20.9M | Buy |
245,778
+19,043
| +8% | +$1.62M | 0.04% | 417 |
|
|
2022
Q3 | $17.9M | Buy |
226,735
+548
| +0.2% | +$43.3K | 0.04% | 417 |
|
|
2022
Q2 | $17.2M | Sell |
226,187
-13,368
| -6% | -$1.02M | 0.04% | 442 |
|
|
2022
Q1 | $20.9M | Buy |
239,555
+5,315
| +2% | +$465K | 0.04% | 431 |
|
|
2021
Q4 | $23M | Buy |
234,240
+48,533
| +26% | +$4.76M | 0.04% | 406 |
|
|
2021
Q3 | $18.1M | Sell |
185,707
-13,709
| -7% | -$1.33M | 0.04% | 469 |
|
|
2021
Q2 | $18.3M | Buy |
199,416
+29,937
| +18% | +$2.75M | 0.04% | 464 |
|
|
2021
Q1 | $13.2M | Sell |
169,479
-5,160
| -3% | -$401K | 0.03% | 518 |
|
|
2020
Q4 | $12M | Buy |
174,639
+7,032
| +4% | +$482K | 0.03% | 500 |
|
|
2020
Q3 | $8.1M | Buy |
167,607
+9,368
| +6% | +$453K | 0.02% | 576 |
|
|
2020
Q2 | $7.64M | Buy |
+158,239
| New | +$7.64M | 0.02% | 554 |
|
|
2020
Q1 | – | Sell |
-83,139
| Closed | -$4.25M | – | 2654 |
|
|
2019
Q4 | $4.25M | Buy |
83,139
+11,696
| +16% | +$598K | 0.01% | 790 |
|
|
2019
Q3 | $3.05M | Sell |
71,443
-13,637
| -16% | -$582K | 0.01% | 895 |
|
|
2019
Q2 | $3.73M | Buy |
85,080
+8,180
| +11% | +$358K | 0.01% | 803 |
|
|
2019
Q1 | $3.25M | Sell |
76,900
-11,306
| -13% | -$477K | 0.01% | 825 |
|
|
2018
Q4 | $3.5M | Buy |
88,206
+21,173
| +32% | +$839K | 0.02% | 670 |
|
|
2018
Q3 | $3.12M | Sell |
67,033
-282
| -0.4% | -$13.1K | 0.01% | 842 |
|
|
2018
Q2 | $3.19M | Sell |
67,315
-9,836
| -13% | -$466K | 0.02% | 789 |
|
|
2018
Q1 | $4.16M | Buy |
77,151
+6,649
| +9% | +$359K | 0.02% | 629 |
|
|
2017
Q4 | $3.7M | Buy |
70,502
+18,459
| +35% | +$968K | 0.02% | 654 |
|
|
2017
Q3 | $2.51M | Buy |
52,043
+5,674
| +12% | +$273K | 0.02% | 815 |
|
|
2017
Q2 | $2.07M | Buy |
46,369
+13,000
| +39% | +$579K | 0.01% | 873 |
|
|
2017
Q1 | $1.43M | Sell |
33,369
-1,308
| -4% | -$56.1K | 0.01% | 981 |
|
|
2016
Q4 | $1.47M | Buy |
34,677
+5,704
| +20% | +$241K | 0.01% | 920 |
|
|
2016
Q3 | $929K | Buy |
28,973
+1,145
| +4% | +$36.7K | 0.01% | 1125 |
|
|
2016
Q2 | $723K | Sell |
27,828
-2,286
| -8% | -$59.4K | 0.01% | 1216 |
|
|
2016
Q1 | $753K | Sell |
30,114
-2,629
| -8% | -$65.7K | 0.01% | 1048 |
|
|
2015
Q4 | $1.04M | Buy |
32,743
+5,993
| +22% | +$191K | 0.01% | 905 |
|
|
2015
Q3 | $843K | Buy |
26,750
+10,484
| +64% | +$330K | 0.01% | 821 |
|
|
2015
Q2 | $631K | Buy |
+16,266
| New | +$631K | 0.05% | 422 |
|
|
2014
Q3 | – | Sell |
-10,324
| Closed | -$334K | – | 557 |
|
|
2014
Q2 | $334K | Buy |
+10,324
| New | +$334K | 0.02% | 468 |
|
|
2013
Q3 | – | Sell |
-21,473
| Closed | -$525K | – | 770 |
|
|
2013
Q2 | $525K | Buy |
+21,473
| New | +$525K | 0.02% | 841 |
|