Citigroup’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.03M | Sell |
12,009
-377
| -3% | -$70K | ﹤0.01% | 2658 |
|
|
2025
Q4 | $2.69M | Sell |
12,386
-13,051
| -51% | -$2.83M | ﹤0.01% | 2456 |
|
|
2025
Q3 | $5.9M | Buy |
25,437
+6,972
| +38% | +$1.86M | ﹤0.01% | 1859 |
|
|
2025
Q2 | $5.8M | Buy |
18,465
+5,357
| +41% | +$1.59M | ﹤0.01% | 1767 |
|
|
2025
Q1 | $3.93M | Buy |
13,108
+1,846
| +16% | +$581K | ﹤0.01% | 2136 |
|
|
2024
Q4 | $3.79M | Buy |
11,262
+408
| +4% | +$139K | ﹤0.01% | 2235 |
|
|
2024
Q3 | $3.46M | Buy |
10,854
+3,917
| +56% | +$1.22M | ﹤0.01% | 2165 |
|
|
2024
Q2 | $2.05M | Sell |
6,937
-5,448
| -44% | -$1.61M | ﹤0.01% | 2336 |
|
|
2024
Q1 | $3.82M | Buy |
12,385
+6,164
| +99% | +$1.78M | ﹤0.01% | 1915 |
|
|
2023
Q4 | $1.78M | Buy |
6,221
+946
| +18% | +$246K | ﹤0.01% | 2346 |
|
|
2023
Q3 | $1.24M | Sell |
5,275
-642
| -11% | -$145K | ﹤0.01% | 2339 |
|
|
2023
Q2 | $1.16M | Sell |
5,917
-491
| -8% | -$97.2K | ﹤0.01% | 2720 |
|
|
2023
Q1 | $1.3M | Buy |
6,408
+1,935
| +43% | +$425K | ﹤0.01% | 2355 |
|
|
2022
Q4 | $969K | Buy |
4,473
+162
| +4% | +$36.9K | ﹤0.01% | 2627 |
|
|
2022
Q3 | $915K | Sell |
4,311
-8,070
| -65% | -$1.92M | ﹤0.01% | 2799 |
|
|
2022
Q2 | $3M | Sell |
12,381
-3,227
| -21% | -$813K | ﹤0.01% | 1819 |
|
|
2022
Q1 | $4.26M | Sell |
15,608
-4,489
| -22% | -$1.27M | ﹤0.01% | 1767 |
|
|
2021
Q4 | $6.87M | Sell |
20,097
-2,505
| -11% | -$775K | 0.01% | 1622 |
|
|
2021
Q3 | $5.85M | Sell |
22,602
-3,015
| -12% | -$792K | 0.01% | 1707 |
|
|
2021
Q2 | $6.59M | Buy |
25,617
+522
| +2% | +$127K | 0.01% | 1693 |
|
|
2021
Q1 | $5.65M | Buy |
25,095
+9,107
| +57% | +$2.13M | 0.01% | 1704 |
|
|
2020
Q4 | $3.7M | Sell |
15,988
-4,817
| -23% | -$957K | ﹤0.01% | 2310 |
|
|
2020
Q3 | $3.34M | Buy |
20,805
+3,104
| +18% | +$490K | ﹤0.01% | 2204 |
|
|
2020
Q2 | $2.5M | Buy |
17,701
+7,674
| +77% | +$1.08M | ﹤0.01% | 2554 |
|
|
2020
Q1 | $1.17M | Buy |
10,027
+4,159
| +71% | +$603K | ﹤0.01% | 3012 |
|
|
2019
Q4 | $888K | Buy |
5,868
+120
| +2% | +$18.4K | ﹤0.01% | 3881 |
|
|
2019
Q3 | $839K | Buy |
5,748
+794
| +16% | +$122K | ﹤0.01% | 3840 |
|
|
2019
Q2 | $717K | Buy |
4,954
+652
| +15% | +$90K | ﹤0.01% | 4039 |
|
|
2019
Q1 | $542K | Sell |
4,302
-21
| -0.5% | -$2.52K | ﹤0.01% | 4099 |
|
|
2018
Q4 | $474K | Sell |
4,323
-2,987
| -41% | -$350K | ﹤0.01% | 4176 |
|
|
2018
Q3 | $921K | Sell |
7,310
-875
| -11% | -$118K | ﹤0.01% | 3588 |
|
|
2018
Q2 | $1.05M | Sell |
8,185
-881
| -10% | -$101K | ﹤0.01% | 3306 |
|
|
2018
Q1 | $866K | Sell |
9,066
-1,053
| -10% | -$101K | ﹤0.01% | 3396 |
|
|
2017
Q4 | $981K | Sell |
10,119
-381
| -4% | -$34.3K | ﹤0.01% | 3354 |
|
|
2017
Q3 | $892K | Buy |
10,500
+2,302
| +28% | +$188K | ﹤0.01% | 3501 |
|
|
2017
Q2 | $642K | Buy |
8,198
+230
| +3% | +$17.4K | ﹤0.01% | 3760 |
|
|
2017
Q1 | $626K | Sell |
7,968
-15,699
| -66% | -$1.22M | ﹤0.01% | 3671 |
|
|
2016
Q4 | $1.74M | Sell |
23,667
-23,971
| -50% | -$1.76M | ﹤0.01% | 3105 |
|
|
2016
Q3 | $3.78M | Sell |
47,638
-1,831
| -4% | -$151K | 0.01% | 1927 |
|
|
2016
Q2 | $4.05M | Sell |
49,469
-2,858
| -5% | -$239K | 0.01% | 1760 |
|
|
2016
Q1 | $4.62M | Buy |
52,327
+3,520
| +7% | +$281K | 0.01% | 1634 |
|
|
2015
Q4 | $3.92M | Buy |
48,807
+34,569
| +243% | +$2.8M | 0.01% | 1910 |
|
|
2015
Q3 | $1.14M | Buy |
14,238
+3,541
| +33% | +$289K | ﹤0.01% | 2950 |
|
|
2015
Q2 | $850K | Sell |
10,697
-1,444
| -12% | -$111K | ﹤0.01% | 3274 |
|
|
2015
Q1 | $909K | Sell |
12,141
-41
| -0.3% | -$2.91K | ﹤0.01% | 3172 |
|
|
2014
Q4 | $788K | Sell |
12,182
-2,617
| -18% | -$173K | ﹤0.01% | 3390 |
|
|
2014
Q3 | $1M | Buy |
14,799
+253
| +2% | +$17.3K | ﹤0.01% | 3010 |
|
|
2014
Q2 | $1.04M | Buy |
14,546
+1,823
| +14% | +$133K | ﹤0.01% | 2936 |
|
|
2014
Q1 | $1.01M | Buy |
12,723
+1,893
| +17% | +$151K | ﹤0.01% | 2872 |
|
|
2013
Q4 | $846K | Sell |
10,830
-7,475
| -41% | -$594K | ﹤0.01% | 3342 |
|
|
2013
Q3 | $1.45M | Buy |
18,305
+2,657
| +17% | +$205K | ﹤0.01% | 2653 |
|
|
2013
Q2 | $1.21M | Buy |
+15,648
| New | +$1.08M | ﹤0.01% | 2736 |
|
Other funds holding MORN
VPM
VCM
