Regal Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.44M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $824K | Buy |
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|
2024
Q2 | $689K | Sell |
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|
2024
Q1 | $670K | Buy |
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|
2023
Q4 | $374K | Buy |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $486K | Sell |
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|
2021
Q4 | $546K | Buy |
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|
2021
Q3 | $536K | Hold |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $418K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $315K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $242K | Hold |
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|
2017
Q4 | $235K | Sell |
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|
2017
Q3 | $218K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $114K | Buy |
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|
2015
Q2 | $140K | Hold |
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|
2015
Q1 | $129K | Hold |
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|
2014
Q4 | $140K | Hold |
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|
2014
Q3 | $125K | Hold |
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|
2014
Q2 | $117K | Hold |
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|
2014
Q1 | $113K | Buy |
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|
2013
Q4 | $7K | Sell |
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|
2013
Q3 | $102K | Buy |
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|
2013
Q2 | $88K | Buy |
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