Stifel Financial’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
Q2 | $226M | Sell |
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|
2025
Q1 | $189M | Buy |
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|
2024
Q4 | $201M | Sell |
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|
2024
Q3 | $168M | Buy |
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|
2024
Q2 | $150M | Buy |
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|
2024
Q1 | $144M | Buy |
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|
2023
Q4 | $130M | Buy |
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|
2023
Q3 | $110M | Buy |
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|
2023
Q2 | $110M | Sell |
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|
2023
Q1 | $113M | Sell |
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|
2022
Q4 | $110M | Buy |
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|
2022
Q3 | $96.8M | Buy |
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|
2022
Q2 | $86.8M | Buy |
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|
2022
Q1 | $97.5M | Sell |
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|
2021
Q4 | $117M | Sell |
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|
2021
Q3 | $116M | Sell |
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|
2021
Q2 | $114M | Buy |
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|
2021
Q1 | $93.8M | Buy |
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|
2020
Q4 | $56.5M | Buy |
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|
2020
Q3 | $15.4M | Buy |
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|
2020
Q2 | $14.9M | Sell |
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|
2020
Q1 | $10.5M | Sell |
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|
2019
Q4 | $21.4M | Buy |
|
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|
2019
Q3 | $15.4M | Buy |
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|
2019
Q2 | $12.2M | Sell |
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|
2019
Q1 | $19.2M | Buy |
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|
2018
Q4 | $9.24M | Sell |
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|
2018
Q3 | $18.5M | Buy |
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|
2018
Q2 | $18.4M | Sell |
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|
2018
Q1 | $33M | Buy |
|
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|
2017
Q4 | $30.2M | Sell |
|
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|
2017
Q3 | $27.8M | Buy |
|
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|
2017
Q2 | $6.42M | Sell |
|
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|
2017
Q1 | $6.36M | Buy |
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|
2016
Q4 | $5.63M | Buy |
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|
2016
Q3 | $3.77M | Sell |
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|
2016
Q2 | $3.63M | Buy |
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|
2016
Q1 | $2.52M | Sell |
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|
2015
Q4 | $4.38M | Buy |
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|
2015
Q3 | $4.02M | Sell |
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|
2015
Q2 | $5.15M | Buy |
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|
2015
Q1 | $3.12M | Sell |
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|
2014
Q4 | $3.85M | Buy |
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|
2014
Q3 | $2.84M | Buy |
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|
2014
Q2 | $2.1M | Buy |
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|
2014
Q1 | $1.37M | Buy |
|