Principal Securities’s Morningstar MORN Stock Holding History

Principal Securities’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Buy
2025 Q1	$237K	Hold
2024 Q4	$237K	Buy
2024 Q3	$199K	Buy
2024 Q2	$157K	Sell
2024 Q1	$229K	Buy
2023 Q4	$28.9K	Buy