SBIA
Sheaff Brock Investment Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $371K | Sell |
3,180
-119
| -4% | -$13.9K | 0.03% | 303 |
|
|
2024
Q4 | $415K | Sell |
3,299
-4,388
| -57% | -$552K | 0.04% | 281 |
|
|
2024
Q3 | $801K | Sell |
7,687
-1,387
| -15% | -$145K | 0.07% | 196 |
|
|
2024
Q2 | $882K | Sell |
9,074
-1,112
| -11% | -$108K | 0.08% | 178 |
|
|
2024
Q1 | $959K | Sell |
10,186
-736
| -7% | -$69.3K | 0.06% | 189 |
|
|
2023
Q4 | $1.02M | Sell |
10,922
-441
| -4% | -$41.1K | 0.08% | 171 |
|
|
2023
Q3 | $928K | Sell |
11,363
-427
| -4% | -$34.9K | 0.08% | 169 |
|
|
2023
Q2 | $1.01M | Sell |
11,790
-169
| -1% | -$14.4K | 0.08% | 167 |
|
|
2023
Q1 | $1.05M | Buy |
11,959
+300
| +3% | +$26.3K | 0.1% | 165 |
|
|
2022
Q4 | $991K | Sell |
11,659
-88
| -0.7% | -$7.48K | 0.1% | 170 |
|
|
2022
Q3 | $928K | Sell |
11,747
-56
| -0.5% | -$4.42K | 0.1% | 160 |
|
|
2022
Q2 | $898K | Buy |
11,803
+121
| +1% | +$9.21K | 0.08% | 169 |
|
|
2022
Q1 | $1.02M | Buy |
11,682
+8,737
| +297% | +$764K | 0.07% | 176 |
|
|
2021
Q4 | $289K | Buy |
2,945
+48
| +2% | +$4.71K | 0.02% | 387 |
|
|
2021
Q3 | $282K | Sell |
2,897
-9,399
| -76% | -$915K | 0.02% | 389 |
|
|
2021
Q2 | $1.13M | Buy |
12,296
+9,718
| +377% | +$892K | 0.08% | 160 |
|
|
2021
Q1 | $201K | Sell |
2,578
-504
| -16% | -$39.3K | 0.02% | 435 |
|
|
2020
Q4 | $211K | Sell |
3,082
-4,441
| -59% | -$304K | 0.02% | 407 |
|
|
2020
Q3 | $364K | Buy |
7,523
+5
| +0.1% | +$242 | 0.03% | 265 |
|
|
2020
Q2 | $363K | Buy |
+7,518
| New | +$363K | 0.04% | 262 |
|
|
2018
Q2 | – | Sell |
-21,914
| Closed | -$1.18M | – | 535 |
|
|
2018
Q1 | $1.18M | Buy |
21,914
+367
| +2% | +$19.8K | 0.12% | 118 |
|
|
2017
Q4 | $1.13M | Sell |
21,547
-34,573
| -62% | -$1.81M | 0.15% | 134 |
|
|
2017
Q3 | $2.7M | Buy |
56,120
+31,228
| +125% | +$1.5M | 0.36% | 65 |
|
|
2017
Q2 | $1.11M | Buy |
24,892
+698
| +3% | +$31.1K | 0.15% | 138 |
|
|
2017
Q1 | $1.04M | Sell |
24,194
-6,091
| -20% | -$261K | 0.13% | 141 |
|
|
2016
Q4 | $1.28M | Buy |
+30,285
| New | +$1.28M | 0.16% | 123 |
|
|
2016
Q1 | – | Sell |
-11,030
| Closed | -$351K | – | 670 |
|
|
2015
Q4 | $351K | Buy |
+11,030
| New | +$351K | 0.04% | 376 |
|