Stephens Inc’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 | $4.09M | Sell |
29,062
-226
| -0.8% | -$31.8K | 0.06% | 316 |
|
|
2025
Q1 | $3.42M | Sell |
29,288
-534
| -2% | -$62.3K | 0.05% | 338 |
|
|
2024
Q4 | $3.75M | Sell |
29,822
-2,027
| -6% | -$255K | 0.05% | 316 |
|
|
2024
Q3 | $3.32M | Buy |
31,849
+1,972
| +7% | +$206K | 0.05% | 337 |
|
|
2024
Q2 | $2.9M | Sell |
29,877
-68
| -0.2% | -$6.61K | 0.04% | 352 |
|
|
2024
Q1 | $2.82M | Sell |
29,945
-64,806
| -68% | -$6.1M | 0.04% | 348 |
|
|
2023
Q4 | $8.84M | Buy |
94,751
+39,367
| +71% | +$3.67M | 0.15% | 161 |
|
|
2023
Q3 | $4.52M | Sell |
55,384
-16,864
| -23% | -$1.38M | 0.09% | 238 |
|
|
2023
Q2 | $6.17M | Buy |
72,248
+21,251
| +42% | +$1.81M | 0.11% | 202 |
|
|
2023
Q1 | $4.48M | Sell |
50,997
-2,574
| -5% | -$226K | 0.09% | 241 |
|
|
2022
Q4 | $4.55M | Buy |
53,571
+4,480
| +9% | +$381K | 0.09% | 219 |
|
|
2022
Q3 | $3.88M | Buy |
49,091
+4,427
| +10% | +$350K | 0.08% | 249 |
|
|
2022
Q2 | $3.4M | Buy |
44,664
+3,078
| +7% | +$234K | 0.07% | 285 |
|
|
2022
Q1 | $3.64M | Buy |
41,586
+3,089
| +8% | +$270K | 0.06% | 311 |
|
|
2021
Q4 | $3.78M | Sell |
38,497
-12,640
| -25% | -$1.24M | 0.06% | 327 |
|
|
2021
Q3 | $4.98M | Sell |
51,137
-4,553
| -8% | -$443K | 0.08% | 269 |
|
|
2021
Q2 | $5.11M | Buy |
55,690
+4,891
| +10% | +$448K | 0.08% | 264 |
|
|
2021
Q1 | $3.95M | Buy |
50,799
+2,339
| +5% | +$182K | 0.06% | 298 |
|
|
2020
Q4 | $3.32M | Buy |
48,460
+1,155
| +2% | +$79.2K | 0.06% | 322 |
|
|
2020
Q3 | $2.29M | Sell |
47,305
-3,281
| -6% | -$159K | 0.05% | 363 |
|
|
2020
Q2 | $2.44M | Buy |
50,586
+26,814
| +113% | +$1.29M | 0.05% | 343 |
|
|
2020
Q1 | $808K | Buy |
23,772
+13,838
| +139% | +$470K | 0.02% | 530 |
|
|
2019
Q4 | $508K | Sell |
9,934
-811
| -8% | -$41.5K | 0.01% | 719 |
|
|
2019
Q3 | $458K | Buy |
10,745
+967
| +10% | +$41.2K | 0.01% | 780 |
|
|
2019
Q2 | $428K | Buy |
9,778
+611
| +7% | +$26.7K | 0.01% | 793 |
|
|
2019
Q1 | $387K | Buy |
9,167
+1,449
| +19% | +$61.2K | 0.01% | 824 |
|
|
2018
Q4 | $306K | Sell |
7,718
-5,198
| -40% | -$206K | 0.01% | 839 |
|
|
2018
Q3 | $601K | Buy |
12,916
+285
| +2% | +$13.3K | 0.02% | 726 |
|
|
2018
Q2 | $599K | Sell |
12,631
-12,585
| -50% | -$597K | 0.02% | 572 |
|
|
2018
Q1 | $1.36M | Buy |
25,216
+12,162
| +93% | +$656K | 0.05% | 343 |
|
|
2017
Q4 | $685K | Sell |
13,054
-690
| -5% | -$36.2K | 0.03% | 436 |
|
|
2017
Q3 | $662K | Sell |
13,744
-430
| -3% | -$20.7K | 0.02% | 448 |
|
|
2017
Q2 | $632K | Buy |
14,174
+2,249
| +19% | +$100K | 0.02% | 515 |
|
|
2017
Q1 | $511K | Buy |
11,925
+1,010
| +9% | +$43.3K | 0.02% | 545 |
|
|
2016
Q4 | $461K | Sell |
10,915
-803
| -7% | -$33.9K | 0.02% | 510 |
|
|
2016
Q3 | $376K | Buy |
11,718
+2,375
| +25% | +$76.2K | 0.02% | 570 |
|
|
2016
Q2 | $243K | Sell |
9,343
-89
| -0.9% | -$2.32K | 0.01% | 642 |
|
|
2016
Q1 | $236K | Sell |
9,432
-2,834
| -23% | -$70.9K | 0.01% | 618 |
|
|
2015
Q4 | $390K | Sell |
12,266
-447
| -4% | -$14.2K | 0.02% | 491 |
|
|
2015
Q3 | $400K | Buy |
12,713
+143
| +1% | +$4.5K | 0.02% | 492 |
|
|
2015
Q2 | $488K | Sell |
12,570
-436
| -3% | -$16.9K | 0.02% | 506 |
|
|
2015
Q1 | $464K | Sell |
13,006
-25,017
| -66% | -$893K | 0.02% | 519 |
|
|
2014
Q4 | $1.48M | Buy |
38,023
+1,296
| +4% | +$50.3K | 0.07% | 272 |
|
|
2014
Q3 | $1.27M | Buy |
36,727
+25,535
| +228% | +$883K | 0.06% | 300 |
|
|
2014
Q2 | $362K | Buy |
11,192
+3,353
| +43% | +$108K | 0.02% | 583 |
|
|
2014
Q1 | $244K | Buy |
7,839
+50
| +0.6% | +$1.56K | 0.01% | 657 |
|
|
2013
Q4 | $244K | Sell |
7,789
-374
| -5% | -$11.7K | 0.01% | 713 |
|
|
2013
Q3 | $220K | Sell |
8,163
-70
| -0.9% | -$1.89K | 0.01% | 682 |
|
|
2013
Q2 | $201K | Buy |
+8,233
| New | +$201K | 0.01% | 648 |
|