Oak Thistle LLC’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,202
| Closed | -$360K | – | 555 |
|
|
2025
Q1 | $360K | Sell |
1,202
-3,074
| -72% | -$922K | 0.07% | 335 |
|
|
2024
Q4 | $1.44M | Buy |
4,276
+2,826
| +195% | +$952K | 0.43% | 60 |
|
|
2024
Q3 | $463K | Buy |
+1,450
| New | +$463K | 0.15% | 257 |
|
|
2023
Q3 | – | Sell |
-3,336
| Closed | -$654K | – | 544 |
|
|
2023
Q2 | $654K | Buy |
+3,336
| New | +$654K | 0.35% | 107 |
|
|
2022
Q2 | – | Sell |
-2,573
| Closed | -$703K | – | 319 |
|
|
2022
Q1 | $703K | Buy |
+2,573
| New | +$703K | 0.37% | 86 |
|