Stephens Inc’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 | $4.49M | Sell |
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|
2025
Q2 | $4.09M | Sell |
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|
2025
Q1 | $3.42M | Sell |
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|
2024
Q4 | $3.75M | Sell |
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|
2024
Q3 | $3.32M | Buy |
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|
2024
Q2 | $2.9M | Sell |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $8.84M | Buy |
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|
2023
Q3 | $4.52M | Sell |
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|
2023
Q2 | $6.17M | Buy |
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|
2023
Q1 | $4.48M | Sell |
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|
2022
Q4 | $4.55M | Buy |
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|
2022
Q3 | $3.88M | Buy |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $3.63M | Buy |
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|
2021
Q4 | $3.78M | Sell |
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|
2021
Q3 | $4.98M | Sell |
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|
2021
Q2 | $5.11M | Buy |
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|
2021
Q1 | $3.94M | Buy |
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|
2020
Q4 | $3.32M | Buy |
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|
2020
Q3 | $2.29M | Sell |
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|
2020
Q2 | $2.44M | Buy |
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|
2020
Q1 | $808K | Buy |
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|
2019
Q4 | $508K | Sell |
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|
2019
Q3 | $458K | Buy |
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|
2019
Q2 | $428K | Buy |
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|
2019
Q1 | $387K | Buy |
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|
2018
Q4 | $306K | Sell |
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|
2018
Q3 | $601K | Buy |
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|
2018
Q2 | $599K | Sell |
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|
2018
Q1 | $1.36M | Buy |
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|
2017
Q4 | $685K | Sell |
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|
2017
Q3 | $662K | Sell |
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|
2017
Q2 | $632K | Buy |
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|
2017
Q1 | $511K | Buy |
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|
2016
Q4 | $461K | Sell |
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|
2016
Q3 | $376K | Buy |
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|
2016
Q2 | $243K | Sell |
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|
2016
Q1 | $236K | Sell |
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|
2015
Q4 | $390K | Sell |
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|
2015
Q3 | $400K | Buy |
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|
2015
Q2 | $488K | Sell |
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|
2015
Q1 | $464K | Sell |
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|
2014
Q4 | $1.48M | Buy |
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|
2014
Q3 | $1.27M | Buy |
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|
2014
Q2 | $362K | Buy |
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|
2014
Q1 | $244K | Buy |
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|
2013
Q4 | $244K | Sell |
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|
2013
Q3 | $220K | Sell |
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|
2013
Q2 | $201K | Buy |
|