Citigroup’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
18,465
+5,357
| +41% | +$1.68M | ﹤0.01% | 1309 |
|
|
2025
Q1 | $3.93M | Buy |
13,108
+1,846
| +16% | +$554K | ﹤0.01% | 1598 |
|
|
2024
Q4 | $3.79M | Buy |
11,262
+408
| +4% | +$137K | ﹤0.01% | 1643 |
|
|
2024
Q3 | $3.46M | Buy |
10,854
+3,917
| +56% | +$1.25M | ﹤0.01% | 1611 |
|
|
2024
Q2 | $2.05M | Sell |
6,937
-5,448
| -44% | -$1.61M | ﹤0.01% | 1751 |
|
|
2024
Q1 | $3.82M | Buy |
12,385
+6,164
| +99% | +$1.9M | ﹤0.01% | 1404 |
|
|
2023
Q4 | $1.78M | Buy |
6,221
+946
| +18% | +$271K | ﹤0.01% | 1738 |
|
|
2023
Q3 | $1.24M | Sell |
5,275
-642
| -11% | -$150K | ﹤0.01% | 1762 |
|
|
2023
Q2 | $1.16M | Sell |
5,917
-491
| -8% | -$96.3K | ﹤0.01% | 2132 |
|
|
2023
Q1 | $1.3M | Buy |
6,408
+1,935
| +43% | +$393K | ﹤0.01% | 1830 |
|
|
2022
Q4 | $969K | Buy |
4,473
+162
| +4% | +$35.1K | ﹤0.01% | 2032 |
|
|
2022
Q3 | $915K | Sell |
4,311
-8,070
| -65% | -$1.71M | ﹤0.01% | 2178 |
|
|
2022
Q2 | $3M | Sell |
12,381
-3,227
| -21% | -$781K | ﹤0.01% | 1339 |
|
|
2022
Q1 | $4.26M | Sell |
15,608
-4,489
| -22% | -$1.23M | ﹤0.01% | 1266 |
|
|
2021
Q4 | $6.87M | Sell |
20,097
-2,505
| -11% | -$857K | ﹤0.01% | 1111 |
|
|
2021
Q3 | $5.85M | Sell |
22,602
-3,015
| -12% | -$781K | ﹤0.01% | 1212 |
|
|
2021
Q2 | $6.59M | Buy |
25,617
+522
| +2% | +$134K | ﹤0.01% | 1256 |
|
|
2021
Q1 | $5.65M | Buy |
25,095
+9,107
| +57% | +$2.05M | ﹤0.01% | 1273 |
|
|
2020
Q4 | $3.7M | Sell |
15,988
-4,817
| -23% | -$1.12M | ﹤0.01% | 1384 |
|
|
2020
Q3 | $3.34M | Buy |
20,805
+3,104
| +18% | +$499K | ﹤0.01% | 1277 |
|
|
2020
Q2 | $2.5M | Buy |
17,701
+7,674
| +77% | +$1.08M | ﹤0.01% | 1467 |
|
|
2020
Q1 | $1.17M | Buy |
10,027
+4,159
| +71% | +$483K | ﹤0.01% | 1695 |
|
|
2019
Q4 | $888K | Buy |
5,868
+120
| +2% | +$18.2K | ﹤0.01% | 2277 |
|
|
2019
Q3 | $839K | Buy |
5,748
+794
| +16% | +$116K | ﹤0.01% | 2247 |
|
|
2019
Q2 | $717K | Buy |
4,954
+652
| +15% | +$94.4K | ﹤0.01% | 2413 |
|
|
2019
Q1 | $542K | Sell |
4,302
-21
| -0.5% | -$2.65K | ﹤0.01% | 2437 |
|
|
2018
Q4 | $474K | Sell |
4,323
-2,987
| -41% | -$328K | ﹤0.01% | 2537 |
|
|
2018
Q3 | $921K | Sell |
7,310
-875
| -11% | -$110K | ﹤0.01% | 2060 |
|
|
2018
Q2 | $1.05M | Sell |
8,185
-881
| -10% | -$113K | ﹤0.01% | 1848 |
|
|
2018
Q1 | $866K | Sell |
9,066
-1,053
| -10% | -$101K | ﹤0.01% | 1917 |
|
|
2017
Q4 | $981K | Sell |
10,119
-381
| -4% | -$36.9K | ﹤0.01% | 1895 |
|
|
2017
Q3 | $892K | Buy |
10,500
+2,302
| +28% | +$196K | ﹤0.01% | 2020 |
|
|
2017
Q2 | $642K | Buy |
8,198
+230
| +3% | +$18K | ﹤0.01% | 2272 |
|
|
2017
Q1 | $626K | Sell |
7,968
-15,699
| -66% | -$1.23M | ﹤0.01% | 2269 |
|
|
2016
Q4 | $1.74M | Sell |
23,667
-23,971
| -50% | -$1.76M | ﹤0.01% | 1964 |
|
|
2016
Q3 | $3.78M | Sell |
47,638
-1,831
| -4% | -$145K | ﹤0.01% | 1036 |
|
|
2016
Q2 | $4.05M | Sell |
49,469
-2,858
| -5% | -$234K | ﹤0.01% | 910 |
|
|
2016
Q1 | $4.62M | Buy |
52,327
+3,520
| +7% | +$311K | 0.01% | 868 |
|
|
2015
Q4 | $3.93M | Buy |
48,807
+34,569
| +243% | +$2.78M | ﹤0.01% | 1008 |
|
|
2015
Q3 | $1.14M | Buy |
14,238
+3,541
| +33% | +$284K | ﹤0.01% | 1632 |
|
|
2015
Q2 | $850K | Sell |
10,697
-1,444
| -12% | -$115K | ﹤0.01% | 1829 |
|
|
2015
Q1 | $909K | Sell |
12,141
-41
| -0.3% | -$3.07K | ﹤0.01% | 1818 |
|
|
2014
Q4 | $788K | Sell |
12,182
-2,617
| -18% | -$169K | ﹤0.01% | 2018 |
|
|
2014
Q3 | $1M | Buy |
14,799
+253
| +2% | +$17.2K | ﹤0.01% | 1606 |
|
|
2014
Q2 | $1.04M | Buy |
14,546
+1,823
| +14% | +$131K | ﹤0.01% | 1587 |
|
|
2014
Q1 | $1.01M | Buy |
12,723
+1,893
| +17% | +$150K | ﹤0.01% | 1582 |
|
|
2013
Q4 | $846K | Sell |
10,830
-7,475
| -41% | -$584K | ﹤0.01% | 1971 |
|
|
2013
Q3 | $1.45M | Buy |
18,305
+2,657
| +17% | +$211K | ﹤0.01% | 1365 |
|
|
2013
Q2 | $1.21M | Buy |
+15,648
| New | +$1.21M | ﹤0.01% | 1477 |
|