Linden Thomas 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 | $1.62M | Sell |
5,156
-44
| -0.8% | -$13.8K | 0.18% | 192 |
|
|
2025
Q1 | $1.56M | Buy |
5,200
+49
| +1% | +$14.7K | 0.2% | 186 |
|
|
2024
Q4 | $1.73M | Sell |
5,151
-9
| -0.2% | -$3.03K | 0.22% | 160 |
|
|
2024
Q3 | $1.65M | Sell |
5,160
-37
| -0.7% | -$11.8K | 0.23% | 170 |
|
|
2024
Q2 | $1.54M | Sell |
5,197
-2,194
| -30% | -$649K | 0.24% | 161 |
|
|
2024
Q1 | $2.28M | Buy |
7,391
+12
| +0.2% | +$3.7K | 0.37% | 63 |
|
|
2023
Q4 | $2.11M | Buy |
7,379
+224
| +3% | +$64.1K | 0.39% | 58 |
|
|
2023
Q3 | $1.68M | Buy |
7,155
+1,181
| +20% | +$277K | 0.37% | 72 |
|
|
2023
Q2 | $1.17M | Buy |
5,974
+72
| +1% | +$14.1K | 0.26% | 162 |
|
|
2023
Q1 | $1.2M | Buy |
5,902
+233
| +4% | +$47.3K | 0.3% | 142 |
|
|
2022
Q4 | $1.23M | Buy |
+5,669
| New | +$1.23M | 0.35% | 116 |
|