StoneX Group’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 | $5.11M | Buy |
36,280
+424
| +1% | +$59.7K | 0.25% | 75 |
|
|
2025
Q1 | $4.18M | Buy |
35,856
+3,097
| +9% | +$361K | 0.23% | 92 |
|
|
2024
Q4 | $4.12M | Buy |
+32,759
| New | +$4.12M | 0.23% | 90 |
|
|
2023
Q1 | – | Sell |
-9,316
| Closed | -$792K | – | 608 |
|
|
2022
Q4 | $792K | Buy |
+9,316
| New | +$792K | 0.12% | 141 |
|
|
2022
Q2 | – | Sell |
-10,526
| Closed | -$920K | – | 659 |
|
|
2022
Q1 | $920K | Buy |
10,526
+1,243
| +13% | +$109K | 0.09% | 197 |
|
|
2021
Q4 | $911K | Buy |
9,283
+4,517
| +95% | +$443K | 0.11% | 188 |
|
|
2021
Q3 | $464K | Sell |
4,766
-1,005
| -17% | -$97.8K | 0.07% | 271 |
|
|
2021
Q2 | $529K | Buy |
5,771
+1,392
| +32% | +$128K | 0.08% | 246 |
|
|
2021
Q1 | $340K | Buy |
+4,379
| New | +$340K | 0.06% | 272 |
|