Mariner’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
4,038
+2,498
| +162% | +$784K | ﹤0.01% | 1639 |
|
|
2025
Q1 | $462K | Sell |
1,540
-165
| -10% | -$49.5K | ﹤0.01% | 2266 |
|
|
2024
Q4 | $574K | Buy |
1,705
+165
| +11% | +$55.6K | ﹤0.01% | 2076 |
|
|
2024
Q3 | $491K | Buy |
1,540
+172
| +13% | +$54.9K | ﹤0.01% | 2136 |
|
|
2024
Q2 | $405K | Buy |
1,368
+83
| +6% | +$24.6K | ﹤0.01% | 2215 |
|
|
2024
Q1 | $396K | Buy |
1,285
+71
| +6% | +$21.9K | ﹤0.01% | 2216 |
|
|
2023
Q4 | $348K | Buy |
1,214
+36
| +3% | +$10.3K | ﹤0.01% | 2214 |
|
|
2023
Q3 | $276K | Buy |
1,178
+95
| +9% | +$22.3K | ﹤0.01% | 2228 |
|
|
2023
Q2 | $212K | Sell |
1,083
-84
| -7% | -$16.5K | ﹤0.01% | 2416 |
|
|
2023
Q1 | $237K | Sell |
1,167
-275
| -19% | -$55.8K | ﹤0.01% | 2258 |
|
|
2022
Q4 | $312K | Buy |
1,442
+147
| +11% | +$31.8K | ﹤0.01% | 1999 |
|
|
2022
Q3 | $275K | Buy |
+1,295
| New | +$275K | ﹤0.01% | 1837 |
|