Ladenburg Thalmann Financial Services’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $378K | Sell |
2,498
-422
| -14% | -$63.9K | ﹤0.01% | 2036 |
|
|
2019
Q3 | $427K | Sell |
2,920
-99
| -3% | -$14.5K | ﹤0.01% | 1883 |
|
|
2019
Q2 | $437K | Sell |
3,019
-287
| -9% | -$41.5K | ﹤0.01% | 1854 |
|
|
2019
Q1 | $418K | Sell |
3,306
-57
| -2% | -$7.21K | ﹤0.01% | 1828 |
|
|
2018
Q4 | $368K | Buy |
3,363
+2,917
| +654% | +$319K | ﹤0.01% | 1768 |
|
|
2018
Q3 | $56K | Sell |
446
-1,337
| -75% | -$168K | ﹤0.01% | 3236 |
|
|
2018
Q2 | $170K | Hold |
1,783
| – | – | ﹤0.01% | 2360 |
|
|
2018
Q1 | $170K | Buy |
1,783
+5
| +0.3% | +$477 | ﹤0.01% | 2360 |
|
|
2017
Q4 | $172K | Sell |
1,778
-20
| -1% | -$1.94K | ﹤0.01% | 2319 |
|
|
2017
Q3 | $153K | Sell |
1,798
-409
| -19% | -$34.8K | ﹤0.01% | 2301 |
|
|
2017
Q2 | $173K | Buy |
2,207
+90
| +4% | +$7.06K | ﹤0.01% | 2123 |
|
|
2017
Q1 | $166K | Sell |
2,117
-279
| -12% | -$21.9K | ﹤0.01% | 2048 |
|
|
2016
Q4 | $184K | Buy |
2,396
+539
| +29% | +$41.4K | ﹤0.01% | 1875 |
|
|
2016
Q3 | $145K | Buy |
1,857
+889
| +92% | +$69.4K | ﹤0.01% | 1974 |
|
|
2016
Q2 | $79K | Buy |
968
+109
| +13% | +$8.9K | ﹤0.01% | 2327 |
|
|
2016
Q1 | $77K | Buy |
859
+30
| +4% | +$2.69K | ﹤0.01% | 2269 |
|
|
2015
Q4 | $66K | Buy |
829
+100
| +14% | +$7.96K | ﹤0.01% | 2367 |
|
|
2015
Q3 | $59K | Buy |
729
+20
| +3% | +$1.62K | ﹤0.01% | 2360 |
|
|
2015
Q2 | $57K | Buy |
709
+34
| +5% | +$2.73K | ﹤0.01% | 2500 |
|
|
2015
Q1 | $50K | Sell |
675
-32
| -5% | -$2.37K | ﹤0.01% | 2555 |
|
|
2014
Q4 | $49K | Buy |
707
+70
| +11% | +$4.85K | ﹤0.01% | 2376 |
|
|
2014
Q3 | $43K | Sell |
637
-24
| -4% | -$1.62K | ﹤0.01% | 2130 |
|
|
2014
Q2 | $47K | Sell |
661
-175
| -21% | -$12.4K | ﹤0.01% | 2089 |
|
|
2014
Q1 | $66K | Buy |
836
+207
| +33% | +$16.3K | ﹤0.01% | 1765 |
|
|
2013
Q4 | $49K | Buy |
629
+401
| +176% | +$31.2K | ﹤0.01% | 1934 |
|
|
2013
Q3 | $19K | Buy |
228
+221
| +3,157% | +$18.4K | ﹤0.01% | 2486 |
|
|
2013
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 3477 |
|