Procyon Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
1,792
-9
| -0.5% | -$2.83K | 0.05% | 264 |
|
|
2025
Q1 | $540K | Sell |
1,801
-150
| -8% | -$45K | 0.03% | 352 |
|
|
2024
Q4 | $657K | Sell |
1,951
-16
| -0.8% | -$5.39K | 0.04% | 290 |
|
|
2024
Q3 | $628K | Sell |
1,967
-38
| -2% | -$12.1K | 0.04% | 293 |
|
|
2024
Q2 | $593K | Sell |
2,005
-52
| -3% | -$15.4K | 0.04% | 289 |
|
|
2024
Q1 | $634K | Sell |
2,057
-189
| -8% | -$58.3K | 0.05% | 289 |
|
|
2023
Q4 | $643K | Sell |
2,246
-7
| -0.3% | -$2K | 0.05% | 274 |
|
|
2023
Q3 | $528K | Buy |
2,253
+166
| +8% | +$38.9K | 0.05% | 289 |
|
|
2023
Q2 | $409K | Buy |
2,087
+121
| +6% | +$23.7K | 0.05% | 309 |
|
|
2023
Q1 | $399K | Buy |
1,966
+764
| +64% | +$155K | 0.07% | 262 |
|
|
2022
Q4 | $260K | Sell |
1,202
-326
| -21% | -$70.6K | 0.05% | 315 |
|
|
2022
Q3 | $324K | Hold |
1,528
| – | – | 0.08% | 232 |
|
|
2022
Q2 | $370K | Buy |
1,528
+6
| +0.4% | +$1.45K | 0.08% | 219 |
|
|
2022
Q1 | $416K | Hold |
1,522
| – | – | 0.09% | 206 |
|
|
2021
Q4 | $521K | Buy |
1,522
+370
| +32% | +$127K | 0.11% | 177 |
|
|
2021
Q3 | $298K | Buy |
1,152
+20
| +2% | +$5.17K | 0.08% | 233 |
|
|
2021
Q2 | $291K | Hold |
1,132
| – | – | 0.08% | 224 |
|
|
2021
Q1 | $255K | Sell |
1,132
-229
| -17% | -$51.6K | 0.11% | 198 |
|
|
2020
Q4 | $315K | Hold |
1,361
| – | – | 0.15% | 148 |
|
|
2020
Q3 | $219K | Buy |
1,361
+190
| +16% | +$30.6K | 0.12% | 184 |
|
|
2020
Q2 | $165K | Sell |
1,171
-20
| -2% | -$2.82K | 0.09% | 212 |
|
|
2020
Q1 | $138K | Sell |
1,191
-17
| -1% | -$1.97K | 0.09% | 203 |
|
|
2019
Q4 | $183K | Buy |
+1,208
| New | +$183K | 0.11% | 177 |
|