RFS
Richardson Financial Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.1K | Buy |
667
+103
| +18% | +$14.5K | 0.06% | 205 |
|
|
2025
Q1 | $65.8K | Buy |
564
+99
| +21% | +$11.6K | 0.05% | 216 |
|
|
2024
Q4 | $58.5K | Buy |
465
+62
| +15% | +$7.8K | 0.04% | 244 |
|
|
2024
Q3 | $39.2K | Hold |
403
| – | – | 0.02% | 282 |
|
|
2024
Q2 | $39.2K | Buy |
403
+71
| +21% | +$6.9K | 0.03% | 265 |
|
|
2024
Q1 | $31.3K | Sell |
332
-253
| -43% | -$23.8K | 0.02% | 293 |
|
|
2023
Q4 | $54.6K | Buy |
+585
| New | +$54.6K | 0.05% | 206 |
|