Sowell Financial Services’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 | $2.99M | Sell |
21,235
-1,088
| -5% | -$153K | 0.12% | 178 |
|
|
2025
Q1 | $2.6M | Buy |
22,323
+2,213
| +11% | +$258K | 0.12% | 177 |
|
|
2024
Q4 | $2.53M | Sell |
20,110
-2,221
| -10% | -$279K | 0.13% | 169 |
|
|
2024
Q3 | $2.33M | Sell |
22,331
-389
| -2% | -$40.6K | 0.11% | 214 |
|
|
2024
Q2 | $2.21M | Sell |
22,720
-212
| -0.9% | -$20.6K | 0.11% | 199 |
|
|
2024
Q1 | $2.16M | Buy |
22,932
+324
| +1% | +$30.5K | 0.1% | 217 |
|
|
2023
Q4 | $2.11M | Sell |
22,608
-5,781
| -20% | -$539K | 0.11% | 199 |
|
|
2023
Q3 | $2.32M | Buy |
28,389
+3,939
| +16% | +$322K | 0.15% | 163 |
|
|
2023
Q2 | $2.09M | Buy |
24,450
+8,527
| +54% | +$728K | 0.12% | 206 |
|
|
2023
Q1 | $1.4M | Sell |
15,923
-5,457
| -26% | -$479K | 0.11% | 230 |
|
|
2022
Q4 | $1.82M | Buy |
21,380
+6,879
| +47% | +$585K | 0.12% | 201 |
|
|
2022
Q3 | $1.15M | Sell |
14,501
-3,050
| -17% | -$241K | 0.12% | 223 |
|
|
2022
Q2 | $1.34M | Buy |
17,551
+6,529
| +59% | +$497K | 0.12% | 141 |
|
|
2022
Q1 | $933K | Sell |
11,022
-18,922
| -63% | -$1.6M | 0.16% | 96 |
|
|
2021
Q4 | $2.94M | Buy |
29,944
+692
| +2% | +$67.9K | 0.17% | 143 |
|
|
2021
Q3 | $2.85M | Sell |
29,252
-3,984
| -12% | -$388K | 0.19% | 129 |
|
|
2021
Q2 | $3.05M | Sell |
33,236
-5,653
| -15% | -$518K | 0.2% | 131 |
|
|
2021
Q1 | $3.38M | Sell |
38,889
-2,521
| -6% | -$219K | 0.12% | 168 |
|
|
2020
Q4 | $2.84M | Sell |
41,410
-160
| -0.4% | -$11K | 0.12% | 149 |
|
|
2020
Q3 | $2.01M | Buy |
41,570
+23,754
| +133% | +$1.15M | 0.1% | 181 |
|
|
2020
Q2 | $861K | Buy |
17,816
+5,909
| +50% | +$286K | 0.05% | 311 |
|
|
2020
Q1 | $405K | Buy |
11,907
+148
| +1% | +$5.03K | 0.03% | 451 |
|
|
2019
Q4 | $601K | Buy |
11,759
+4,436
| +61% | +$227K | 0.05% | 395 |
|
|
2019
Q3 | $312K | Buy |
+7,323
| New | +$312K | 0.03% | 524 |
|
|
2019
Q1 | $304K | Sell |
7,212
-2,904
| -29% | -$122K | 0.03% | 449 |
|
|
2018
Q4 | $401K | Buy |
10,116
+963
| +11% | +$38.2K | 0.06% | 321 |
|
|
2018
Q3 | $426K | Buy |
9,153
+1
| +0% | +$47 | 0.06% | 219 |
|
|
2018
Q2 | $433K | Buy |
9,152
+680
| +8% | +$32.2K | 0.09% | 184 |
|
|
2018
Q1 | $438K | Sell |
8,472
-806
| -9% | -$41.7K | 0.11% | 168 |
|
|
2017
Q4 | $518K | Sell |
9,278
-9,669
| -51% | -$540K | 0.13% | 154 |
|
|
2017
Q3 | $940K | Buy |
18,947
+8,239
| +77% | +$409K | 0.25% | 91 |
|
|
2017
Q2 | $513K | Buy |
10,708
+5,090
| +91% | +$244K | 0.15% | 131 |
|
|
2017
Q1 | $240K | Buy |
5,618
+2,078
| +59% | +$88.8K | 0.07% | 218 |
|
|
2016
Q4 | $163K | Buy |
+3,540
| New | +$163K | 0.05% | 210 |
|