Zions Bancorporation’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.74M | Sell |
37,728
-4,149
| -10% | -$522K | 0.3% | 75 |
|
|
2024
Q3 | $4.37M | Buy |
41,877
+37,356
| +826% | +$3.89M | 0.32% | 69 |
|
|
2024
Q2 | $439K | Sell |
4,521
-487
| -10% | -$47.3K | 0.04% | 253 |
|
|
2024
Q1 | $472K | Buy |
5,008
+852
| +21% | +$80.2K | 0.03% | 261 |
|
|
2023
Q4 | $388K | Sell |
4,156
-305
| -7% | -$28.4K | 0.03% | 269 |
|
|
2023
Q3 | $364K | Sell |
4,461
-29
| -0.6% | -$2.37K | 0.03% | 263 |
|
|
2023
Q2 | $383K | Sell |
4,490
-26
| -0.6% | -$2.22K | 0.03% | 263 |
|
|
2023
Q1 | $397K | Sell |
4,516
-1,697
| -27% | -$149K | 0.03% | 259 |
|
|
2022
Q4 | $528K | Buy |
6,213
+703
| +13% | +$59.8K | 0.04% | 241 |
|
|
2022
Q3 | $435K | Sell |
5,510
-1,526
| -22% | -$120K | 0.05% | 244 |
|
|
2022
Q2 | $535K | Buy |
7,036
+79
| +1% | +$6.01K | 0.05% | 230 |
|
|
2022
Q1 | $608K | Buy |
6,957
+2,660
| +62% | +$232K | 0.05% | 222 |
|
|
2021
Q4 | $422K | Buy |
4,297
+23
| +0.5% | +$2.26K | 0.04% | 247 |
|
|
2021
Q3 | $416K | Buy |
4,274
+1,354
| +46% | +$132K | 0.04% | 227 |
|
|
2021
Q2 | $268K | Sell |
2,920
-537
| -16% | -$49.3K | 0.03% | 267 |
|
|
2021
Q1 | $268K | Buy |
3,457
+759
| +28% | +$58.8K | 0.03% | 239 |
|
|
2020
Q4 | $185K | Buy |
2,698
+339
| +14% | +$23.2K | 0.02% | 267 |
|
|
2020
Q3 | $114K | Buy |
2,359
+493
| +26% | +$23.8K | 0.02% | 280 |
|
|
2020
Q2 | $90K | Sell |
1,866
-73
| -4% | -$3.52K | 0.01% | 282 |
|
|
2020
Q1 | $66K | Sell |
1,939
-584
| -23% | -$19.9K | 0.01% | 297 |
|
|
2019
Q4 | $129K | Sell |
2,523
-92
| -4% | -$4.7K | 0.02% | 291 |
|
|
2019
Q3 | $112K | Buy |
2,615
+80
| +3% | +$3.43K | 0.02% | 324 |
|
|
2019
Q2 | $111K | Sell |
2,535
-181
| -7% | -$7.93K | 0.02% | 294 |
|
|
2019
Q1 | $115K | Buy |
+2,716
| New | +$115K | 0.02% | 293 |
|
|
2018
Q1 | – | Sell |
-2,604
| Closed | -$137K | – | 631 |
|
|
2017
Q4 | $137K | Buy |
2,604
+141
| +6% | +$7.42K | 0.02% | 200 |
|
|
2017
Q3 | $119K | Buy |
2,463
+1,571
| +176% | +$75.9K | 0.02% | 368 |
|
|
2017
Q2 | $40K | Sell |
892
-291
| -25% | -$13K | 0.01% | 229 |
|
|
2017
Q1 | $52K | Sell |
1,183
-483
| -29% | -$21.2K | 0.01% | 193 |
|
|
2016
Q4 | $70K | Sell |
1,666
-24
| -1% | -$1.01K | 0.01% | 201 |
|
|
2016
Q3 | $52K | Sell |
1,690
-688
| -29% | -$21.2K | 0.01% | 226 |
|
|
2016
Q2 | $63K | Buy |
2,378
+795
| +50% | +$21.1K | 0.01% | 195 |
|
|
2016
Q1 | $41K | Sell |
1,583
-948
| -37% | -$24.6K | 0.01% | 275 |
|
|
2015
Q4 | $67K | Buy |
2,531
+847
| +50% | +$22.4K | 0.01% | 182 |
|
|
2015
Q3 | $57K | Buy |
1,684
+996
| +145% | +$33.7K | 0.01% | 200 |
|
|
2015
Q2 | $27K | Sell |
688
-1,359
| -66% | -$53.3K | ﹤0.01% | 195 |
|
|
2015
Q1 | $74K | Buy |
+2,047
| New | +$74K | 0.01% | 186 |
|