Farther Finance 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 | $124K | Sell |
396
-12
| -3% | -$3.77K | ﹤0.01% | 1648 |
|
|
2025
Q1 | $123K | Buy |
408
+1
| +0.2% | +$302 | ﹤0.01% | 1437 |
|
|
2024
Q4 | $137K | Buy |
407
+225
| +124% | +$75.8K | 0.01% | 1171 |
|
|
2024
Q3 | $58.1K | Buy |
182
+88
| +94% | +$28.1K | ﹤0.01% | 1568 |
|
|
2024
Q2 | $28K | Buy |
94
+72
| +327% | +$21.4K | ﹤0.01% | 1648 |
|
|
2024
Q1 | $6.74K | Hold |
22
| – | – | ﹤0.01% | 1929 |
|
|
2023
Q4 | $6.3K | Buy |
22
+8
| +57% | +$2.29K | ﹤0.01% | 1846 |
|
|
2023
Q3 | $3.28K | Hold |
14
| – | – | ﹤0.01% | 1663 |
|
|
2023
Q2 | $2.75K | Hold |
14
| – | – | ﹤0.01% | 1647 |
|
|
2023
Q1 | $2.84K | Buy |
+14
| New | +$2.84K | ﹤0.01% | 1518 |
|