Regal Investment Advisors’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 | $1.36M | Sell |
9,679
-3,951
| -29% | -$557K | 0.1% | 193 |
|
|
2025
Q1 | $1.59M | Sell |
13,630
-7,365
| -35% | -$859K | 0.13% | 168 |
|
|
2024
Q4 | $2.64M | Buy |
20,995
+13,087
| +165% | +$1.65M | 0.2% | 128 |
|
|
2024
Q3 | $824K | Buy |
7,908
+823
| +12% | +$85.8K | 0.06% | 275 |
|
|
2024
Q2 | $689K | Sell |
7,085
-27
| -0.4% | -$2.62K | 0.04% | 307 |
|
|
2024
Q1 | $670K | Buy |
7,112
+3,104
| +77% | +$292K | 0.05% | 305 |
|
|
2023
Q4 | $374K | Buy |
4,008
+128
| +3% | +$11.9K | 0.03% | 375 |
|
|
2023
Q3 | $317K | Sell |
3,880
-23
| -0.6% | -$1.88K | 0.03% | 379 |
|
|
2023
Q2 | $333K | Sell |
3,903
-1,355
| -26% | -$116K | 0.03% | 376 |
|
|
2023
Q1 | $462K | Sell |
5,258
-202
| -4% | -$17.7K | 0.04% | 293 |
|
|
2022
Q4 | $464K | Sell |
5,460
-108
| -2% | -$9.18K | 0.05% | 288 |
|
|
2022
Q3 | $440K | Buy |
5,568
+15
| +0.3% | +$1.19K | 0.05% | 287 |
|
|
2022
Q2 | $422K | Hold |
5,553
| – | – | 0.04% | 308 |
|
|
2022
Q1 | $486K | Sell |
5,553
-5
| -0.1% | -$438 | 0.04% | 314 |
|
|
2021
Q4 | $546K | Buy |
5,558
+52
| +0.9% | +$5.11K | 0.05% | 318 |
|
|
2021
Q3 | $536K | Hold |
5,506
| – | – | 0.05% | 322 |
|
|
2021
Q2 | $505K | Buy |
+5,506
| New | +$505K | 0.05% | 327 |
|
|
2021
Q1 | – | Sell |
-6,101
| Closed | -$418K | – | 279 |
|
|
2020
Q4 | $418K | Buy |
+6,101
| New | +$418K | 0.05% | 310 |
|
|
2020
Q3 | – | Sell |
-6,520
| Closed | -$315K | – | 169 |
|
|
2020
Q2 | $315K | Buy |
+6,520
| New | +$315K | 0.06% | 237 |
|
|
2020
Q1 | – | Sell |
-3,908
| Closed | -$200K | – | 202 |
|
|
2019
Q4 | $200K | Buy |
+3,908
| New | +$200K | 0.04% | 321 |
|
|
2018
Q4 | – | Sell |
-4,754
| Closed | -$221K | – | 358 |
|
|
2018
Q3 | $221K | Buy |
+4,754
| New | +$221K | 0.05% | 286 |
|
|
2018
Q2 | – | Sell |
-4,478
| Closed | -$242K | – | 295 |
|
|
2018
Q1 | $242K | Hold |
4,478
| – | – | 0.05% | 253 |
|
|
2017
Q4 | $235K | Sell |
4,478
-56
| -1% | -$2.94K | 0.05% | 249 |
|
|
2017
Q3 | $218K | Buy |
+4,534
| New | +$218K | 0.05% | 256 |
|
|
2015
Q4 | – | Sell |
-3,634
| Closed | -$114K | – | 652 |
|
|
2015
Q3 | $114K | Buy |
3,634
+16
| +0.4% | +$502 | 0.03% | 325 |
|
|
2015
Q2 | $140K | Hold |
3,618
| – | – | 0.04% | 290 |
|
|
2015
Q1 | $129K | Hold |
3,618
| – | – | 0.03% | 301 |
|
|
2014
Q4 | $140K | Hold |
3,618
| – | – | 0.04% | 262 |
|
|
2014
Q3 | $125K | Hold |
3,618
| – | – | 0.04% | 279 |
|
|
2014
Q2 | $117K | Hold |
3,618
| – | – | 0.04% | 260 |
|
|
2014
Q1 | $113K | Buy |
3,618
+3,383
| +1,440% | +$106K | 0.05% | 245 |
|
|
2013
Q4 | $7K | Sell |
235
-3,558
| -94% | -$106K | ﹤0.01% | 640 |
|
|
2013
Q3 | $102K | Buy |
3,793
+175
| +5% | +$4.71K | 0.06% | 235 |
|
|
2013
Q2 | $88K | Buy |
+3,618
| New | +$88K | 0.05% | 243 |
|