SevenBridge Financial Group’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 | $5.89M | Buy |
40,006
+2,161
| +6% | +$318K | 1.04% | 19 |
|
|
2025
Q1 | $4.81M | Buy |
37,845
+7,085
| +23% | +$900K | 0.95% | 26 |
|
|
2024
Q4 | $4.24M | Buy |
30,760
+1,647
| +6% | +$227K | 0.8% | 37 |
|
|
2024
Q3 | $3.89M | Buy |
29,113
+1,139
| +4% | +$152K | 0.75% | 41 |
|
|
2024
Q2 | $2.6M | Buy |
27,974
+137
| +0.5% | +$12.7K | 0.58% | 59 |
|
|
2024
Q1 | $2.61M | Buy |
27,837
+1,857
| +7% | +$174K | 0.59% | 56 |
|
|
2023
Q4 | $2.42M | Buy |
25,980
+4,285
| +20% | +$400K | 0.57% | 60 |
|
|
2023
Q3 | $1.77M | Buy |
21,695
+4,745
| +28% | +$388K | 0.46% | 67 |
|
|
2023
Q2 | $1.45M | Buy |
16,950
+2,385
| +16% | +$204K | 0.37% | 74 |
|
|
2023
Q1 | $1.28M | Hold |
14,565
| – | – | 0.35% | 78 |
|
|
2022
Q4 | $1.24M | Hold |
14,565
| – | – | 0.36% | 76 |
|
|
2022
Q3 | $1.15M | Sell |
14,565
-74
| -0.5% | -$5.85K | 0.39% | 71 |
|
|
2022
Q2 | $1.11M | Sell |
14,639
-164
| -1% | -$12.5K | 0.45% | 62 |
|
|
2022
Q1 | $1.29M | Sell |
14,803
-1,017
| -6% | -$88.9K | 0.45% | 58 |
|
|
2021
Q4 | $1.55M | Sell |
15,820
-88
| -0.6% | -$8.64K | 0.47% | 60 |
|
|
2021
Q3 | $1.55M | Sell |
15,908
-403
| -2% | -$39.2K | 0.52% | 55 |
|
|
2021
Q2 | $1.5M | Sell |
16,311
-95
| -0.6% | -$8.71K | 0.49% | 62 |
|
|
2021
Q1 | $1.27M | Buy |
16,406
+659
| +4% | +$51.2K | 0.46% | 64 |
|
|
2020
Q4 | $1.08M | Buy |
15,747
+25
| +0.2% | +$1.71K | 0.42% | 65 |
|
|
2020
Q3 | $760K | Buy |
15,722
+435
| +3% | +$21K | 0.35% | 74 |
|
|
2020
Q2 | $738K | Sell |
15,287
-937
| -6% | -$45.2K | 0.37% | 71 |
|
|
2020
Q1 | $552K | Buy |
16,224
+150
| +0.9% | +$5.1K | 0.32% | 77 |
|
|
2019
Q4 | $822K | Sell |
16,074
-700
| -4% | -$35.8K | 0.21% | 67 |
|
|
2019
Q3 | $716K | Sell |
16,774
-4,325
| -20% | -$185K | 0.38% | 70 |
|
|
2019
Q2 | $924K | Buy |
21,099
+855
| +4% | +$37.4K | 0.33% | 57 |
|
|
2019
Q1 | $854K | Buy |
20,244
+1,534
| +8% | +$64.7K | 0.32% | 59 |
|
|
2018
Q4 | $742K | Buy |
18,710
+15,451
| +474% | +$613K | 0.45% | 58 |
|
|
2018
Q3 | $152K | Sell |
3,259
-1,141
| -26% | -$53.2K | 0.08% | 147 |
|
|
2018
Q2 | $209K | Sell |
4,400
-100
| -2% | -$4.75K | 0.12% | 134 |
|
|
2018
Q1 | $243K | Sell |
4,500
-118
| -3% | -$6.37K | 0.14% | 124 |
|
|
2017
Q4 | $242K | Hold |
4,618
| – | – | 0.13% | 126 |
|
|
2017
Q3 | $222K | Sell |
4,618
-735
| -14% | -$35.3K | 0.13% | 132 |
|
|
2017
Q2 | $239K | Hold |
5,353
| – | – | 0.15% | 124 |
|
|
2017
Q1 | $225K | Sell |
5,353
-1,421
| -21% | -$59.7K | 0.15% | 124 |
|
|
2016
Q4 | $215K | Hold |
6,774
| – | – | 0.16% | 125 |
|
|
2016
Q3 | $215K | Sell |
6,774
-2,432
| -26% | -$77.2K | 0.16% | 125 |
|
|
2016
Q2 | $239K | Buy |
+9,206
| New | +$239K | 0.17% | 116 |
|