HRT Financial’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97M | Buy |
31,773
+14,619
| +85% | +$4.59M | 0.04% | 243 |
|
|
2025
Q1 | $5.14M | Buy |
17,154
+14,719
| +604% | +$4.41M | 0.03% | 353 |
|
|
2024
Q4 | $820K | Buy |
+2,435
| New | +$820K | ﹤0.01% | 1026 |
|
|
2023
Q2 | – | Sell |
-15,194
| Closed | -$3.08M | – | 2740 |
|
|
2023
Q1 | $3.08M | Sell |
15,194
-7,950
| -34% | -$1.61M | 0.04% | 402 |
|
|
2022
Q4 | $5.01M | Buy |
23,144
+1,651
| +8% | +$358K | 0.07% | 257 |
|
|
2022
Q3 | $4.56M | Buy |
+21,493
| New | +$4.56M | 0.05% | 308 |
|
|
2022
Q1 | – | Sell |
-7,654
| Closed | -$2.62M | – | 3270 |
|
|
2021
Q4 | $2.62M | Buy |
7,654
+3,225
| +73% | +$1.1M | 0.02% | 464 |
|
|
2021
Q3 | $1.15M | Buy |
+4,429
| New | +$1.15M | 0.01% | 1016 |
|