Citadel Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Sell |
47,548
-60,234
| -56% | -$18.9M | ﹤0.01% | 1134 |
|
|
2025
Q1 | $32.3M | Buy |
107,782
+2,425
| +2% | +$727K | 0.01% | 652 |
|
|
2024
Q4 | $35.5M | Sell |
105,357
-12,713
| -11% | -$4.28M | 0.01% | 677 |
|
|
2024
Q3 | $37.7M | Buy |
118,070
+32,160
| +37% | +$10.3M | 0.01% | 592 |
|
|
2024
Q2 | $25.4M | Buy |
85,910
+85,802
| +79,446% | +$25.4M | 0.01% | 768 |
|
|
2024
Q1 | $33.3K | Buy |
+108
| New | +$33.3K | ﹤0.01% | 5420 |
|
|
2023
Q4 | – | Sell |
-6,433
| Closed | -$1.51M | – | 6381 |
|
|
2023
Q3 | $1.51M | Sell |
6,433
-31,072
| -83% | -$7.28M | ﹤0.01% | 2647 |
|
|
2023
Q2 | $7.35M | Buy |
37,505
+16,596
| +79% | +$3.25M | ﹤0.01% | 1423 |
|
|
2023
Q1 | $4.25M | Buy |
20,909
+2,055
| +11% | +$417K | ﹤0.01% | 1945 |
|
|
2022
Q4 | $4.08M | Sell |
18,854
-13,791
| -42% | -$2.99M | ﹤0.01% | 1962 |
|
|
2022
Q3 | $6.93M | Buy |
32,645
+24,700
| +311% | +$5.24M | ﹤0.01% | 1575 |
|
|
2022
Q2 | $1.92M | Buy |
7,945
+5,653
| +247% | +$1.37M | ﹤0.01% | 2775 |
|
|
2022
Q1 | $626K | Buy |
2,292
+106
| +5% | +$29K | ﹤0.01% | 4211 |
|
|
2021
Q4 | $748K | Sell |
2,186
-7,387
| -77% | -$2.53M | ﹤0.01% | 4162 |
|
|
2021
Q3 | $2.48M | Sell |
9,573
-1,494
| -13% | -$387K | ﹤0.01% | 2764 |
|
|
2021
Q2 | $2.85M | Sell |
11,067
-15,358
| -58% | -$3.95M | ﹤0.01% | 2812 |
|
|
2021
Q1 | $5.95M | Buy |
26,425
+16,706
| +172% | +$3.76M | ﹤0.01% | 1894 |
|
|
2020
Q4 | $2.25M | Sell |
9,719
-53,823
| -85% | -$12.5M | ﹤0.01% | 2450 |
|
|
2020
Q3 | $10.2M | Buy |
63,542
+24,523
| +63% | +$3.94M | ﹤0.01% | 1095 |
|
|
2020
Q2 | $5.5M | Buy |
39,019
+17,993
| +86% | +$2.54M | ﹤0.01% | 1456 |
|
|
2020
Q1 | $2.45M | Sell |
21,026
-31,609
| -60% | -$3.68M | ﹤0.01% | 2045 |
|
|
2019
Q4 | $7.96M | Buy |
52,635
+24,714
| +89% | +$3.74M | ﹤0.01% | 1316 |
|
|
2019
Q3 | $4.08M | Buy |
27,921
+8,307
| +42% | +$1.21M | ﹤0.01% | 1813 |
|
|
2019
Q2 | $2.84M | Sell |
19,614
-9,995
| -34% | -$1.45M | ﹤0.01% | 2134 |
|
|
2019
Q1 | $3.73M | Buy |
29,609
+6,436
| +28% | +$811K | ﹤0.01% | 1794 |
|
|
2018
Q4 | $2.55M | Buy |
23,173
+2,894
| +14% | +$318K | ﹤0.01% | 2007 |
|
|
2018
Q3 | $2.55M | Buy |
+20,279
| New | +$2.55M | ﹤0.01% | 2023 |
|
|
2018
Q2 | – | Sell |
-23,698
| Closed | -$2.26M | – | 4426 |
|
|
2018
Q1 | $2.26M | Sell |
23,698
-12,286
| -34% | -$1.17M | ﹤0.01% | 1846 |
|
|
2017
Q4 | $3.49M | Buy |
35,984
+2,290
| +7% | +$222K | ﹤0.01% | 1536 |
|
|
2017
Q3 | $2.86M | Sell |
33,694
-7,767
| -19% | -$660K | ﹤0.01% | 1631 |
|
|
2017
Q2 | $3.25M | Sell |
41,461
-11,362
| -22% | -$890K | ﹤0.01% | 1410 |
|
|
2017
Q1 | $4.15M | Sell |
52,823
-8,452
| -14% | -$664K | ﹤0.01% | 1283 |
|
|
2016
Q4 | $4.51M | Buy |
61,275
+12,903
| +27% | +$949K | ﹤0.01% | 1107 |
|
|
2016
Q3 | $3.84M | Buy |
48,372
+1,524
| +3% | +$121K | ﹤0.01% | 1205 |
|
|
2016
Q2 | $3.83M | Buy |
46,848
+22,276
| +91% | +$1.82M | ﹤0.01% | 1144 |
|
|
2016
Q1 | $2.17M | Sell |
24,572
-15,584
| -39% | -$1.38M | ﹤0.01% | 1382 |
|
|
2015
Q4 | $3.23M | Buy |
40,156
+15,039
| +60% | +$1.21M | ﹤0.01% | 1331 |
|
|
2015
Q3 | $2.02M | Sell |
25,117
-4,602
| -15% | -$369K | ﹤0.01% | 1734 |
|
|
2015
Q2 | $2.36M | Sell |
29,719
-18,584
| -38% | -$1.48M | ﹤0.01% | 1643 |
|
|
2015
Q1 | $3.62M | Sell |
48,303
-11,632
| -19% | -$872K | ﹤0.01% | 1447 |
|
|
2014
Q4 | $3.88M | Buy |
59,935
+1,072
| +2% | +$69.4K | ﹤0.01% | 1324 |
|
|
2014
Q3 | $4M | Buy |
58,863
+17,402
| +42% | +$1.18M | ﹤0.01% | 1270 |
|
|
2014
Q2 | $2.98M | Sell |
41,461
-29,872
| -42% | -$2.14M | ﹤0.01% | 1321 |
|
|
2014
Q1 | $5.64M | Buy |
71,333
+5,209
| +8% | +$412K | 0.01% | 1033 |
|
|
2013
Q4 | $5.16M | Buy |
66,124
+18,205
| +38% | +$1.42M | 0.01% | 974 |
|
|
2013
Q3 | $3.8M | Buy |
47,919
+34,580
| +259% | +$2.74M | 0.01% | 1029 |
|
|
2013
Q2 | $1.04M | Buy |
+13,339
| New | +$1.04M | ﹤0.01% | 1665 |
|