Parkside Financial Bank & Trust’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	$15.7K	Buy	93 +58	+166%	+$10.8K	﹤0.01%	1408
2025 Q4	$7.61K	Sell	35 -22	-39%	-$4.76K	﹤0.01%	1674
2025 Q3	$13.2K	Buy	57 +53	+1,325%	+$14.1K	﹤0.01%	1412
2025 Q2	$1.26K	Buy	4 +3	+300%	+$888	﹤0.01%	2167
2025 Q1	$300	Hold	1	–	–	﹤0.01%	2628
2024 Q4	$337	Hold	1	–	–	﹤0.01%	1954
2024 Q3	$320	Hold	1	–	–	﹤0.01%	1911
2024 Q2	$296	Hold	1	–	–	﹤0.01%	1869
2024 Q1	$309	Hold	1	–	–	﹤0.01%	1844
2023 Q4	$287	Buy	+1	New	+$261	﹤0.01%	1852
2023 Q2	–	Sell	-2	Closed	-$407	–	2070
2023 Q1	$407	Buy	+2	New	+$440	﹤0.01%	1913
2022 Q3	–	Sell	-21	Closed	-$5K	–	1883
2022 Q2	$5K	Buy	21 +17	+425%	+$4.28K	﹤0.01%	1235
2022 Q1	$1K	Buy	+4	New	+$1.13K	﹤0.01%	1735