Raymond James Financial Services Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$216K Sell
2024
Q2
$702K Buy
2024
Q1
$648K Sell
2023
Q4
$2.18M Buy
2020
Q4
Sell
2020
Q3
$1.54M Buy