Janney Montgomery Scott’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
2,528
-754
| -23% | -$237K | ﹤0.01% | 1737 |
|
|
2025
Q1 | $984K | Sell |
3,282
-164
| -5% | -$49.2K | ﹤0.01% | 1551 |
|
|
2024
Q4 | $1.16M | Buy |
3,446
+163
| +5% | +$54.9K | ﹤0.01% | 1455 |
|
|
2024
Q3 | $1.05M | Buy |
3,283
+407
| +14% | +$130K | ﹤0.01% | 1474 |
|
|
2024
Q2 | $851K | Sell |
2,876
-182
| -6% | -$53.9K | ﹤0.01% | 1534 |
|
|
2024
Q1 | $943K | Sell |
3,058
-180
| -6% | -$55.5K | ﹤0.01% | 1560 |
|
|
2023
Q4 | $927K | Sell |
3,238
-56
| -2% | -$16K | ﹤0.01% | 1490 |
|
|
2023
Q3 | $772K | Sell |
3,294
-41
| -1% | -$9.61K | ﹤0.01% | 1484 |
|
|
2023
Q2 | $654K | Buy |
3,335
+503
| +18% | +$98.6K | ﹤0.01% | 1674 |
|
|
2023
Q1 | $575K | Sell |
2,832
-30
| -1% | -$6.09K | ﹤0.01% | 1638 |
|
|
2022
Q4 | $620K | Sell |
2,862
-27
| -0.9% | -$5.85K | ﹤0.01% | 1633 |
|
|
2022
Q3 | $613K | Buy |
2,889
+840
| +41% | +$178K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $496K | Buy |
2,049
+198
| +11% | +$47.9K | ﹤0.01% | 1630 |
|
|
2022
Q1 | $506K | Sell |
1,851
-30
| -2% | -$8.2K | ﹤0.01% | 1604 |
|
|
2021
Q4 | $643K | Buy |
1,881
+6
| +0.3% | +$2.05K | ﹤0.01% | 1576 |
|
|
2021
Q3 | $486K | Sell |
1,875
-45
| -2% | -$11.7K | ﹤0.01% | 1675 |
|
|
2021
Q2 | $494K | Sell |
1,920
-9
| -0.5% | -$2.32K | ﹤0.01% | 1644 |
|
|
2021
Q1 | $434K | Buy |
1,929
+139
| +8% | +$31.3K | ﹤0.01% | 1632 |
|
|
2020
Q4 | $415K | Sell |
1,790
-383
| -18% | -$88.8K | ﹤0.01% | 1690 |
|
|
2020
Q3 | $349K | Buy |
2,173
+52
| +2% | +$8.35K | ﹤0.01% | 1619 |
|
|
2020
Q2 | $299K | Sell |
2,121
-80
| -4% | -$11.3K | ﹤0.01% | 1636 |
|
|
2020
Q1 | $256K | Buy |
+2,201
| New | +$256K | ﹤0.01% | 1566 |
|