GKFF
George Kaiser Family Foundation’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,349
| Closed | -$2.8M | – | 69 |
|
|
2025
Q1 | $2.8M | Buy |
9,349
+1,656
| +22% | +$497K | 0.41% | 14 |
|
|
2024
Q4 | $2.59M | Hold |
7,693
| – | – | 0.38% | 11 |
|
|
2024
Q3 | $2.45M | Hold |
7,693
| – | – | 0.38% | 12 |
|
|
2024
Q2 | $2.28M | Buy |
7,693
+55
| +0.7% | +$16.3K | 0.4% | 12 |
|
|
2024
Q1 | $2.36M | Hold |
7,638
| – | – | 0.45% | 11 |
|
|
2023
Q4 | $2.19M | Sell |
7,638
-6,716
| -47% | -$1.92M | 0.44% | 10 |
|
|
2023
Q3 | $3.36M | Sell |
14,354
-2,436
| -15% | -$571K | 0.63% | 15 |
|
|
2023
Q2 | $3.29M | Hold |
16,790
| – | – | 0.56% | 20 |
|
|
2023
Q1 | $3.41M | Buy |
16,790
+900
| +6% | +$183K | 0.55% | 19 |
|
|
2022
Q4 | $3.44M | Buy |
15,890
+795
| +5% | +$172K | 0.51% | 15 |
|
|
2022
Q3 | $3.21M | Buy |
15,095
+1,497
| +11% | +$318K | 0.56% | 14 |
|
|
2022
Q2 | $3.29M | Buy |
13,598
+3,299
| +32% | +$798K | 0.58% | 15 |
|
|
2022
Q1 | $2.81M | Buy |
10,299
+18
| +0.2% | +$4.92K | 0.46% | 22 |
|
|
2021
Q4 | $3.52M | Hold |
10,281
| – | – | 0.5% | 18 |
|
|
2021
Q3 | $2.66M | Buy |
10,281
+363
| +4% | +$94K | 0.44% | 22 |
|
|
2021
Q2 | $2.55M | Buy |
+9,918
| New | +$2.55M | 0.41% | 26 |
|