Kestra Private Wealth Services’s Morningstar MORN Stock Holding History

Kestra Private Wealth Services’s Portfolio MORN Stock Details MORN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$207K	Sell
2024 Q4	$397K	Buy
2024 Q3	$365K	Buy
2024 Q2	$316K	Sell
2024 Q1	$437K	Buy
2023 Q4	$216K	Buy