STAR Financial Bank’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 | $238K | Sell |
1,692
-246
| -13% | -$34.7K | 0.15% | 99 |
|
|
2025
Q1 | $226K | Sell |
1,938
-175
| -8% | -$20.4K | 0.17% | 98 |
|
|
2024
Q4 | $266K | Sell |
2,113
-2,295
| -52% | -$289K | 0.19% | 87 |
|
|
2024
Q3 | $459K | Sell |
4,408
-688
| -14% | -$71.7K | 0.31% | 68 |
|
|
2024
Q2 | $495K | Sell |
5,096
-744
| -13% | -$72.3K | 0.38% | 64 |
|
|
2024
Q1 | $550K | Sell |
5,840
-25
| -0.4% | -$2.35K | 0.47% | 53 |
|
|
2023
Q4 | $547K | Buy |
5,865
+1,350
| +30% | +$126K | 0.5% | 46 |
|
|
2023
Q3 | $369K | Sell |
4,515
-275
| -6% | -$22.5K | 0.38% | 62 |
|
|
2023
Q2 | $409K | Buy |
4,790
+26
| +0.5% | +$2.22K | 0.38% | 62 |
|
|
2023
Q1 | $418K | Buy |
4,764
+200
| +4% | +$17.6K | 0.41% | 60 |
|
|
2022
Q4 | $388K | Buy |
+4,564
| New | +$388K | 0.38% | 63 |
|