LPL Financial’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
6,315
+479
| +8% | +$150K | ﹤0.01% | 3109 |
|
|
2025
Q1 | $1.75M | Buy |
5,836
+744
| +15% | +$223K | ﹤0.01% | 3052 |
|
|
2024
Q4 | $1.71M | Buy |
5,092
+610
| +14% | +$205K | ﹤0.01% | 2985 |
|
|
2024
Q3 | $1.43M | Buy |
4,482
+452
| +11% | +$144K | ﹤0.01% | 3013 |
|
|
2024
Q2 | $1.19M | Buy |
4,030
+429
| +12% | +$127K | ﹤0.01% | 3052 |
|
|
2024
Q1 | $1.11M | Sell |
3,601
-3,876
| -52% | -$1.2M | ﹤0.01% | 3046 |
|
|
2023
Q4 | $2.14M | Buy |
7,477
+1,714
| +30% | +$491K | ﹤0.01% | 2342 |
|
|
2023
Q3 | $1.35M | Buy |
5,763
+1,814
| +46% | +$425K | ﹤0.01% | 2630 |
|
|
2023
Q2 | $774K | Buy |
3,949
+1,350
| +52% | +$265K | ﹤0.01% | 3050 |
|
|
2023
Q1 | $528K | Buy |
2,599
+831
| +47% | +$169K | ﹤0.01% | 3261 |
|
|
2022
Q4 | $383K | Buy |
1,768
+145
| +9% | +$31.4K | ﹤0.01% | 3465 |
|
|
2022
Q3 | $345K | Sell |
1,623
-337
| -17% | -$71.6K | ﹤0.01% | 3445 |
|
|
2022
Q2 | $474K | Sell |
1,960
-42
| -2% | -$10.2K | ﹤0.01% | 3236 |
|
|
2022
Q1 | $547K | Sell |
2,002
-509
| -20% | -$139K | ﹤0.01% | 3123 |
|
|
2021
Q4 | $859K | Sell |
2,511
-85
| -3% | -$29.1K | ﹤0.01% | 2786 |
|
|
2021
Q3 | $673K | Buy |
2,596
+1,047
| +68% | +$271K | ﹤0.01% | 2934 |
|
|
2021
Q2 | $398K | Buy |
1,549
+543
| +54% | +$140K | ﹤0.01% | 3341 |
|
|
2021
Q1 | $226K | Buy |
1,006
+53
| +6% | +$11.9K | ﹤0.01% | 3656 |
|
|
2020
Q4 | $221K | Buy |
+953
| New | +$221K | ﹤0.01% | 3433 |
|