Albion Financial Group’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2	Closed	-$674	–	660
2024 Q4	$674	Hold	2	–	–	﹤0.01%	631
2024 Q3	$639	Hold	2	–	–	﹤0.01%	468
2024 Q2	$592	Hold	2	–	–	﹤0.01%	471
2024 Q1	$617	Buy	+2	New	+$617	﹤0.01%	460