Zoe Lofgren bought Morgan Stanley (NYSE: MS)
Zoe Lofgren (D-CA), a U.S. Representative, has disclosed 3 trades in Morgan Stanley (MS) since 2019, 2 purchases and 1 sale, worth an estimated $24K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Zoe Lofgren bought $1,001 - $15,000 of Morgan Stanley (NYSE: MS) on March 11, 2019. Since that trade, MS is up +505.79% against the S&P 500 up +192.11%, an outperformance of +313.68%.
Across these filings, Zoe Lofgren has been a net buyer of MS (a buy-to-sell ratio of 2.00). The most recent disclosed MS transaction shown was dated May 26, 2023. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Zoe Lofgren's MS trades vs the price
MS is up +505.79% since Zoe Lofgren bought on March 11, 2019, versus +192.11% for the S&P 500.
Performance since this trade
All Zoe Lofgren MS trades
Zoe Lofgren & MS trading FAQ
Is it legal for Zoe Lofgren to trade Morgan Stanley (MS) stock?
Yes. Members of Congress are allowed to trade individual stocks, including Morgan Stanley (MS), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Zoe Lofgren buy MS?
Zoe Lofgren disclosed a purchase of $1,001 - $15,000 of Morgan Stanley (MS) on March 11, 2019, according to public STOCK Act filings.
How has MS performed since Zoe Lofgren's trade?
Since Zoe Lofgren bought MS on March 11, 2019, the stock is up +505.79%, versus +192.11% for the S&P 500 over the same period, an outperformance of +313.68%.
How many times has Zoe Lofgren traded MS?
Zoe Lofgren has disclosed 3 MS trades since 2019 (2 purchases and 1 sale). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional MS trades?
Quantellect tracks every disclosed congressional trade in Morgan Stanley (MS) on the Morgan Stanley congressional trading page, which aggregates filings across all members of Congress.
Zoe Lofgren's MS tradesAll congressional filings for Morgan StanleyZoe Lofgren's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.