Janney Montgomery Scott’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 | $397K | Sell |
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|
2025
Q2 | $794K | Sell |
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|
2025
Q1 | $984K | Sell |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $851K | Sell |
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|
2024
Q1 | $943K | Sell |
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|
2023
Q4 | $927K | Sell |
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|
2023
Q3 | $772K | Sell |
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|
2023
Q2 | $654K | Buy |
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|
2023
Q1 | $575K | Sell |
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|
2022
Q4 | $620K | Sell |
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|
2022
Q3 | $613K | Buy |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $506K | Sell |
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|
2021
Q4 | $643K | Buy |
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|
2021
Q3 | $486K | Sell |
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|
2021
Q2 | $494K | Sell |
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|
2021
Q1 | $434K | Buy |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $256K | Buy |
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