Farther Finance Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $96.8K | Buy |
|
|||||
|
2025
Q2 | $124K | Sell |
|
|||||
|
2025
Q1 | $123K | Buy |
|
|||||
|
2024
Q4 | $137K | Buy |
|
|||||
|
2024
Q3 | $58.1K | Buy |
|
|||||
|
2024
Q2 | $28K | Buy |
|
|||||
|
2024
Q1 | $6.74K | Hold |
|
|||||
|
2023
Q4 | $6.3K | Buy |
|
|||||
|
2023
Q3 | $3.28K | Hold |
|
|||||
|
2023
Q2 | $2.75K | Hold |
|
|||||
|
2023
Q1 | $2.84K | Buy |
|