Sunbelt Securities’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 | $832K | Buy |
6,617
+842
| +15% | +$106K | 0.07% | 234 |
|
|
2025
Q1 | $674K | Sell |
5,775
-842
| -13% | -$98.2K | 0.06% | 259 |
|
|
2024
Q4 | $832K | Sell |
6,617
-592
| -8% | -$74.4K | 0.07% | 234 |
|
|
2024
Q3 | $752K | Sell |
7,209
-232
| -3% | -$24.2K | 0.07% | 254 |
|
|
2024
Q2 | $723K | Buy |
7,441
+30
| +0.4% | +$2.92K | 0.07% | 240 |
|
|
2024
Q1 | $698K | Buy |
7,411
+159
| +2% | +$15K | 0.08% | 236 |
|
|
2023
Q4 | $676K | Buy |
7,252
+198
| +3% | +$18.5K | 0.09% | 245 |
|
|
2023
Q3 | $576K | Buy |
7,054
+37
| +0.5% | +$3.02K | 0.08% | 255 |
|
|
2023
Q2 | $599K | Buy |
7,017
+414
| +6% | +$35.4K | 0.09% | 249 |
|
|
2023
Q1 | $569K | Buy |
6,603
+38
| +0.6% | +$3.27K | 0.09% | 236 |
|
|
2022
Q4 | $558K | Buy |
6,565
+500
| +8% | +$42.5K | 0.11% | 228 |
|
|
2022
Q3 | $479K | Sell |
6,065
-393
| -6% | -$31K | 0.1% | 239 |
|
|
2022
Q2 | $491K | Buy |
6,458
+1,754
| +37% | +$133K | 0.1% | 243 |
|
|
2022
Q1 | $425K | Buy |
4,704
+207
| +5% | +$18.7K | 0.08% | 286 |
|
|
2021
Q4 | $478K | Buy |
4,497
+1,242
| +38% | +$132K | 0.08% | 279 |
|
|
2021
Q3 | $297K | Hold |
3,255
| – | – | 0.05% | 351 |
|
|
2021
Q2 | $297K | Buy |
3,255
+501
| +18% | +$45.7K | 0.05% | 351 |
|
|
2021
Q1 | $214K | Buy |
+2,754
| New | +$214K | 0.04% | 385 |
|
|
2020
Q1 | – | Sell |
-7,460
| Closed | -$381K | – | 548 |
|
|
2019
Q4 | $381K | Sell |
7,460
-190
| -2% | -$9.7K | 0.04% | 382 |
|
|
2019
Q3 | $326K | Buy |
7,650
+1,710
| +29% | +$72.9K | 0.04% | 399 |
|
|
2019
Q2 | $260K | Buy |
5,940
+109
| +2% | +$4.77K | 0.11% | 224 |
|
|
2019
Q1 | $246K | Buy |
5,831
+287
| +5% | +$12.1K | 0.12% | 199 |
|
|
2018
Q4 | $220K | Buy |
5,544
+423
| +8% | +$16.8K | 0.13% | 189 |
|
|
2018
Q3 | $238K | Buy |
5,121
+363
| +8% | +$16.9K | 0.13% | 193 |
|
|
2018
Q2 | $226K | Buy |
4,758
+2
| +0% | +$95 | 0.14% | 191 |
|
|
2018
Q1 | $257K | Buy |
+4,756
| New | +$257K | 0.24% | 149 |
|