RFA
Resurgent Financial Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
8,521
-3,384
| -28% | -$477K | 0.66% | 41 |
|
|
2025
Q1 | $1.39M | Buy |
11,905
+4,251
| +56% | +$496K | 0.83% | 30 |
|
|
2024
Q4 | $962K | Sell |
7,654
-187
| -2% | -$23.5K | 0.57% | 45 |
|
|
2024
Q3 | $817K | Buy |
7,841
+935
| +14% | +$97.5K | 0.48% | 58 |
|
|
2024
Q2 | $671K | Sell |
6,906
-239
| -3% | -$23.2K | 0.42% | 71 |
|
|
2024
Q1 | $673K | Sell |
7,145
-1,513
| -17% | -$142K | 0.36% | 82 |
|
|
2023
Q4 | $807K | Sell |
8,658
-884
| -9% | -$82.4K | 0.5% | 47 |
|
|
2023
Q3 | $779K | Buy |
9,542
+353
| +4% | +$28.8K | 0.53% | 43 |
|
|
2023
Q2 | $785K | Buy |
9,189
+563
| +7% | +$48.1K | 0.52% | 46 |
|
|
2023
Q1 | $757K | Buy |
8,626
+701
| +9% | +$61.5K | 0.5% | 49 |
|
|
2022
Q4 | $674K | Buy |
7,925
+296
| +4% | +$25.2K | 0.36% | 65 |
|
|
2022
Q3 | $603K | Buy |
+7,629
| New | +$603K | 0.4% | 73 |
|
|
2022
Q1 | – | Sell |
-11,943
| Closed | -$1.17M | – | 193 |
|
|
2021
Q4 | $1.17M | Buy |
+11,943
| New | +$1.17M | 0.93% | 25 |
|