IFP 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 | $43K | Buy |
137
+100
| +270% | +$31.4K | ﹤0.01% | 2123 |
|
|
2025
Q1 | $11.1K | Buy |
37
+9
| +32% | +$2.7K | ﹤0.01% | 2545 |
|
|
2024
Q4 | $9.43K | Buy |
28
+1
| +4% | +$337 | ﹤0.01% | 2546 |
|
|
2024
Q3 | $8.62K | Sell |
27
-4
| -13% | -$1.28K | ﹤0.01% | 2481 |
|
|
2024
Q2 | $9.17K | Buy |
31
+1
| +3% | +$296 | ﹤0.01% | 2368 |
|
|
2024
Q1 | $9.25K | Sell |
30
-9
| -23% | -$2.78K | ﹤0.01% | 2258 |
|
|
2023
Q4 | $11.2K | Buy |
39
+2
| +5% | +$572 | ﹤0.01% | 2152 |
|
|
2023
Q3 | $8.67K | Hold |
37
| – | – | ﹤0.01% | 2310 |
|
|
2023
Q2 | $7.26K | Hold |
37
| – | – | ﹤0.01% | 2406 |
|
|
2023
Q1 | $4.48K | Sell |
37
-314
| -89% | -$38K | ﹤0.01% | 2613 |
|
|
2022
Q4 | $61K | Sell |
351
-11
| -3% | -$1.91K | ﹤0.01% | 2099 |
|
|
2022
Q3 | $62K | Sell |
362
-2
| -0.5% | -$343 | ﹤0.01% | 2211 |
|
|
2022
Q2 | $62K | Hold |
364
| – | – | ﹤0.01% | 2004 |
|
|
2022
Q1 | $62K | Buy |
364
+327
| +884% | +$55.7K | ﹤0.01% | 2004 |
|
|
2021
Q4 | $13K | Hold |
37
| – | – | ﹤0.01% | 2083 |
|
|
2021
Q3 | $10K | Sell |
37
-1
| -3% | -$270 | ﹤0.01% | 2226 |
|
|
2021
Q2 | $10K | Buy |
38
+1
| +3% | +$263 | ﹤0.01% | 2202 |
|
|
2021
Q1 | $8K | Sell |
37
-12
| -24% | -$2.6K | ﹤0.01% | 2217 |
|
|
2020
Q4 | $12K | Hold |
49
| – | – | ﹤0.01% | 1991 |
|
|
2020
Q3 | $8K | Hold |
49
| – | – | ﹤0.01% | 1985 |
|
|
2020
Q2 | $7K | Hold |
49
| – | – | ﹤0.01% | 1940 |
|
|
2020
Q1 | $5K | Sell |
49
-1
| -2% | -$102 | ﹤0.01% | 2045 |
|
|
2019
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 2016 |
|
|
2019
Q3 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 2219 |
|
|
2019
Q1 | $7K | Sell |
54
-59
| -52% | -$7.65K | ﹤0.01% | 1755 |
|
|
2018
Q4 | $12K | Sell |
113
-83
| -42% | -$8.81K | ﹤0.01% | 2381 |
|
|
2018
Q3 | $25K | Buy |
196
+91
| +87% | +$11.6K | ﹤0.01% | 2311 |
|
|
2018
Q2 | $13K | Sell |
105
-34
| -24% | -$4.21K | ﹤0.01% | 2701 |
|
|
2018
Q1 | $13K | Hold |
139
| – | – | ﹤0.01% | 2630 |
|
|
2017
Q4 | $13K | Buy |
139
+22
| +19% | +$2.06K | ﹤0.01% | 2627 |
|
|
2017
Q3 | $10K | Hold |
117
| – | – | ﹤0.01% | 2984 |
|
|
2017
Q2 | $9K | Hold |
117
| – | – | ﹤0.01% | 3062 |
|
|
2017
Q1 | $9K | Sell |
117
-4
| -3% | -$308 | ﹤0.01% | 2954 |
|
|
2016
Q4 | $9K | Sell |
121
-9
| -7% | -$669 | ﹤0.01% | 2947 |
|
|
2016
Q3 | $10K | Hold |
130
| – | – | ﹤0.01% | 2822 |
|
|
2016
Q2 | $11K | Buy |
130
+76
| +141% | +$6.43K | ﹤0.01% | 2678 |
|
|
2016
Q1 | $7K | Sell |
54
-81
| -60% | -$10.5K | ﹤0.01% | 1755 |
|
|
2015
Q4 | $11K | Buy |
+135
| New | +$11K | ﹤0.01% | 2514 |
|