Kestra Advisory Services’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$233K	Buy	+741	New	+$233K	﹤0.01%	2548
2023 Q1	–	Sell	-980	Closed	-$212K	–	2228
2022 Q4	$212K	Buy	+980	New	+$212K	﹤0.01%	1984