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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.65M | Buy |
15,647
+5,463
| +54% | +$1.01M | ﹤0.01% | 3238 |
|
|
2025
Q4 | $2.21M | Buy |
10,184
+1,474
| +17% | +$319K | ﹤0.01% | 3307 |
|
|
2025
Q3 | $2.02M | Buy |
8,710
+2,395
| +38% | +$638K | ﹤0.01% | 3310 |
|
|
2025
Q2 | $1.98M | Buy |
6,315
+479
| +8% | +$142K | ﹤0.01% | 3128 |
|
|
2025
Q1 | $1.75M | Buy |
5,836
+744
| +15% | +$234K | ﹤0.01% | 3074 |
|
|
2024
Q4 | $1.71M | Buy |
5,092
+610
| +14% | +$208K | ﹤0.01% | 3001 |
|
|
2024
Q3 | $1.43M | Buy |
4,482
+452
| +11% | +$140K | ﹤0.01% | 3048 |
|
|
2024
Q2 | $1.19M | Buy |
4,030
+429
| +12% | +$127K | ﹤0.01% | 3089 |
|
|
2024
Q1 | $1.11M | Sell |
3,601
-3,876
| -52% | -$1.12M | ﹤0.01% | 3077 |
|
|
2023
Q4 | $2.14M | Buy |
7,477
+1,714
| +30% | +$447K | ﹤0.01% | 2356 |
|
|
2023
Q3 | $1.35M | Buy |
5,763
+1,814
| +46% | +$410K | ﹤0.01% | 2643 |
|
|
2023
Q2 | $774K | Buy |
3,949
+1,350
| +52% | +$267K | ﹤0.01% | 3074 |
|
|
2023
Q1 | $528K | Buy |
2,599
+831
| +47% | +$183K | ﹤0.01% | 3275 |
|
|
2022
Q4 | $383K | Buy |
1,768
+145
| +9% | +$33.1K | ﹤0.01% | 3481 |
|
|
2022
Q3 | $345K | Sell |
1,623
-337
| -17% | -$80.1K | ﹤0.01% | 3464 |
|
|
2022
Q2 | $474K | Sell |
1,960
-42
| -2% | -$10.6K | ﹤0.01% | 3254 |
|
|
2022
Q1 | $547K | Sell |
2,002
-509
| -20% | -$144K | ﹤0.01% | 3132 |
|
|
2021
Q4 | $859K | Sell |
2,511
-85
| -3% | -$26.3K | ﹤0.01% | 2795 |
|
|
2021
Q3 | $673K | Buy |
2,596
+1,047
| +68% | +$275K | ﹤0.01% | 2948 |
|
|
2021
Q2 | $398K | Buy |
1,549
+543
| +54% | +$132K | ﹤0.01% | 3352 |
|
|
2021
Q1 | $226K | Buy |
1,006
+53
| +6% | +$12.4K | ﹤0.01% | 3676 |
|
|
2020
Q4 | $221K | Buy |
+953
| New | +$189K | ﹤0.01% | 3446 |
|
Other funds holding MORN
VPM
VCM
