LPL Financial’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.02M | Buy |
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|
2025
Q2 | $1.98M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.43M | Buy |
|
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $2.14M | Buy |
|
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $774K | Buy |
|
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $383K | Buy |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $859K | Sell |
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|
2021
Q3 | $673K | Buy |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | $221K | Buy |
|