Umpqua Bank’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 | $2.04M | Buy |
14,441
+588
| +4% | +$83K | 0.62% | 47 |
|
|
2025
Q1 | $1.62M | Buy |
13,853
+194
| +1% | +$22.6K | 0.56% | 51 |
|
|
2024
Q4 | $1.7M | Buy |
13,659
+620
| +5% | +$77.3K | 0.59% | 50 |
|
|
2024
Q3 | $1.36M | Buy |
13,039
+346
| +3% | +$36.1K | 0.5% | 59 |
|
|
2024
Q2 | $1.23M | Buy |
12,693
+246
| +2% | +$23.9K | 0.48% | 60 |
|
|
2024
Q1 | $1.17M | Buy |
+12,447
| New | +$1.17M | 0.48% | 65 |
|