First Horizon 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 | $60.9K | Buy |
194
+23
| +13% | +$7.22K | ﹤0.01% | 898 |
|
|
2025
Q1 | $51.5K | Hold |
171
| – | – | ﹤0.01% | 914 |
|
|
2024
Q4 | $57.8K | Hold |
171
| – | – | ﹤0.01% | 888 |
|
|
2024
Q3 | $54.7K | Hold |
171
| – | – | ﹤0.01% | 942 |
|
|
2024
Q2 | $50.6K | Sell |
171
-7
| -4% | -$2.07K | ﹤0.01% | 914 |
|
|
2024
Q1 | $55.2K | Hold |
178
| – | – | ﹤0.01% | 902 |
|
|
2023
Q4 | $51.1K | Buy |
178
+6
| +3% | +$1.72K | ﹤0.01% | 931 |
|
|
2023
Q3 | $40.4K | Sell |
172
-1
| -0.6% | -$235 | ﹤0.01% | 943 |
|
|
2023
Q2 | $33.9K | Buy |
173
+65
| +60% | +$12.8K | ﹤0.01% | 1054 |
|
|
2023
Q1 | $22.1K | Sell |
108
-17
| -14% | -$3.48K | ﹤0.01% | 1229 |
|
|
2022
Q4 | $27.2K | Buy |
125
+4
| +3% | +$872 | ﹤0.01% | 1143 |
|
|
2022
Q3 | $25K | Sell |
121
-12
| -9% | -$2.48K | ﹤0.01% | 1145 |
|
|
2022
Q2 | $32K | Buy |
133
+122
| +1,109% | +$29.4K | ﹤0.01% | 1105 |
|
|
2022
Q1 | $3K | Sell |
11
-90
| -89% | -$24.5K | ﹤0.01% | 1395 |
|
|
2021
Q4 | $34K | Buy |
101
+5
| +5% | +$1.68K | ﹤0.01% | 1085 |
|
|
2021
Q3 | $24K | Buy |
96
+1
| +1% | +$250 | ﹤0.01% | 1217 |
|
|
2021
Q2 | $24K | Hold |
95
| – | – | ﹤0.01% | 1052 |
|
|
2021
Q1 | $21K | Hold |
95
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q4 | $22K | Hold |
95
| – | – | ﹤0.01% | 866 |
|
|
2020
Q3 | $15K | Hold |
95
| – | – | ﹤0.01% | 909 |
|
|
2020
Q2 | $13K | Hold |
95
| – | – | ﹤0.01% | 937 |
|
|
2020
Q1 | $11K | Buy |
95
+5
| +6% | +$579 | ﹤0.01% | 918 |
|
|
2019
Q4 | $13K | Buy |
90
+1
| +1% | +$144 | ﹤0.01% | 1004 |
|
|
2019
Q3 | $13K | Hold |
89
| – | – | ﹤0.01% | 1003 |
|
|
2019
Q2 | $12K | Hold |
89
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q1 | $11K | Hold |
89
| – | – | ﹤0.01% | 1023 |
|
|
2018
Q4 | $9K | Buy |
89
+6
| +7% | +$607 | ﹤0.01% | 1052 |
|
|
2018
Q3 | $10K | Hold |
83
| – | – | ﹤0.01% | 1110 |
|
|
2018
Q2 | $10K | Buy |
+83
| New | +$10K | ﹤0.01% | 1116 |
|