Atomi 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
Q2
$288K Buy
916
+139
+18% +$43.6K 0.01% 838
2025
Q1
$233K Buy
777
+48
+7% +$14.4K 0.01% 898
2024
Q4
$245K Buy
+729
New +$245K 0.01% 822