Allworth Financial’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.7K | Buy |
155
+38
| +32% | +$11.9K | ﹤0.01% | 1955 |
|
|
2025
Q1 | $32.7K | Buy |
117
+7
| +6% | +$1.96K | ﹤0.01% | 1766 |
|
|
2024
Q4 | $36.3K | Buy |
110
+4
| +4% | +$1.32K | ﹤0.01% | 1739 |
|
|
2024
Q3 | $33.8K | Sell |
106
-11
| -9% | -$3.51K | ﹤0.01% | 1581 |
|
|
2024
Q2 | $35.7K | Buy |
117
+24
| +26% | +$7.33K | ﹤0.01% | 1537 |
|
|
2024
Q1 | $28.7K | Buy |
93
+9
| +11% | +$2.78K | ﹤0.01% | 1560 |
|
|
2023
Q4 | $24K | Buy |
84
+11
| +15% | +$3.15K | ﹤0.01% | 1538 |
|
|
2023
Q3 | $17.1K | Sell |
73
-62
| -46% | -$14.5K | ﹤0.01% | 1622 |
|
|
2023
Q2 | $26.5K | Buy |
135
+64
| +90% | +$12.5K | ﹤0.01% | 1376 |
|
|
2023
Q1 | $14.4K | Sell |
71
-79
| -53% | -$16K | ﹤0.01% | 1638 |
|
|
2022
Q4 | $32.5K | Buy |
150
+62
| +70% | +$13.4K | ﹤0.01% | 1174 |
|
|
2022
Q3 | $19K | Sell |
88
-21
| -19% | -$4.53K | ﹤0.01% | 1314 |
|
|
2022
Q2 | $26K | Buy |
109
+41
| +60% | +$9.78K | ﹤0.01% | 1131 |
|
|
2022
Q1 | $19K | Hold |
68
| – | – | ﹤0.01% | 1281 |
|
|
2021
Q4 | $23K | Sell |
68
-33
| -33% | -$11.2K | ﹤0.01% | 1063 |
|
|
2021
Q3 | $26K | Buy |
101
+33
| +49% | +$8.5K | ﹤0.01% | 949 |
|
|
2021
Q2 | $17K | Hold |
68
| – | – | ﹤0.01% | 896 |
|
|
2021
Q1 | $15K | Hold |
68
| – | – | ﹤0.01% | 873 |
|
|
2020
Q4 | $16K | Hold |
68
| – | – | ﹤0.01% | 721 |
|
|
2020
Q3 | $11K | Hold |
68
| – | – | ﹤0.01% | 696 |
|
|
2020
Q2 | $10K | Hold |
68
| – | – | ﹤0.01% | 730 |
|
|
2020
Q1 | $8K | Buy |
+68
| New | +$8K | ﹤0.01% | 757 |
|