Sowell Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.9M | Buy |
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|
2025
Q2 | $2.99M | Sell |
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|
2025
Q1 | $2.6M | Buy |
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|
2024
Q4 | $2.53M | Sell |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $2.21M | Sell |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $933K | Sell |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $2.85M | Sell |
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|
2021
Q2 | $3.05M | Sell |
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|
2021
Q1 | $3.38M | Sell |
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|
2020
Q4 | $2.84M | Sell |
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|
2020
Q3 | $2.01M | Buy |
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|
2020
Q2 | $861K | Buy |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $601K | Buy |
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|
2019
Q3 | $312K | Buy |
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|
2019
Q1 | $304K | Sell |
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|
2018
Q4 | $401K | Buy |
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|
2018
Q3 | $426K | Buy |
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|
2018
Q2 | $433K | Buy |
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|
2018
Q1 | $438K | Sell |
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|
2017
Q4 | $518K | Sell |
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|
2017
Q3 | $940K | Buy |
|
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|
2017
Q2 | $513K | Buy |
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|
2017
Q1 | $240K | Buy |
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|
2016
Q4 | $163K | Buy |
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