ELI
Empire Life Investments’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
6,934
-127
| -2% | -$39.9K | 0.14% | 88 |
|
|
2025
Q1 | $2.12M | Buy |
7,061
+255
| +4% | +$76.5K | 0.14% | 88 |
|
|
2024
Q4 | $2.29M | Buy |
6,806
+56
| +0.8% | +$18.9K | 0.14% | 84 |
|
|
2024
Q3 | $2.15M | Hold |
6,750
| – | – | 0.13% | 77 |
|
|
2024
Q2 | $2M | Buy |
6,750
+91
| +1% | +$26.9K | 0.13% | 74 |
|
|
2024
Q1 | $2.05M | Hold |
6,659
| – | – | 0.13% | 72 |
|
|
2023
Q4 | $1.91M | Buy |
6,659
+128
| +2% | +$36.6K | 0.12% | 72 |
|
|
2023
Q3 | $1.53M | Sell |
6,531
-74
| -1% | -$17.3K | 0.11% | 69 |
|
|
2023
Q2 | $1.3M | Buy |
6,605
+75
| +1% | +$14.7K | 0.09% | 74 |
|
|
2023
Q1 | $1.33M | Buy |
6,530
+137
| +2% | +$27.8K | 0.09% | 72 |
|
|
2022
Q4 | $1.39M | Sell |
6,393
-15
| -0.2% | -$3.25K | 0.1% | 71 |
|
|
2022
Q3 | $1.36M | Buy |
6,408
+72
| +1% | +$15.3K | 0.1% | 74 |
|
|
2022
Q2 | $1.53M | Buy |
6,336
+206
| +3% | +$49.8K | 0.11% | 73 |
|
|
2022
Q1 | $1.68M | Hold |
6,130
| – | – | 0.11% | 79 |
|
|
2021
Q4 | $2.1M | Buy |
6,130
+446
| +8% | +$152K | 0.13% | 73 |
|
|
2021
Q3 | $1.47M | Buy |
5,684
+98
| +2% | +$25.4K | 0.1% | 78 |
|
|
2021
Q2 | $1.44M | Buy |
5,586
+318
| +6% | +$81.7K | 0.09% | 79 |
|
|
2021
Q1 | $1.19M | Buy |
5,268
+630
| +14% | +$142K | 0.08% | 87 |
|
|
2020
Q4 | $1.07M | Buy |
4,638
+209
| +5% | +$48.4K | 0.08% | 89 |
|
|
2020
Q3 | $711K | Hold |
4,429
| – | – | 0.06% | 85 |
|
|
2020
Q2 | $624K | Sell |
4,429
-11
| -0.2% | -$1.55K | 0.05% | 79 |
|
|
2020
Q1 | $516K | Sell |
4,440
-31
| -0.7% | -$3.6K | 0.05% | 92 |
|
|
2019
Q4 | $677K | Buy |
4,471
+230
| +5% | +$34.8K | 0.05% | 78 |
|
|
2019
Q3 | $620K | Buy |
4,241
+57
| +1% | +$8.33K | 0.05% | 80 |
|
|
2019
Q2 | $605K | Buy |
4,184
+84
| +2% | +$12.1K | 0.05% | 83 |
|
|
2019
Q1 | $517K | Buy |
+4,100
| New | +$517K | 0.04% | 83 |
|