Raymond James Financial Services Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $216K | Sell |
678
-1,694
| -71% | -$541K | ﹤0.01% | 3142 |
|
|
2024
Q2 | $702K | Buy |
2,372
+270
| +13% | +$79.9K | ﹤0.01% | 2303 |
|
|
2024
Q1 | $648K | Sell |
2,102
-5,518
| -72% | -$1.7M | ﹤0.01% | 2328 |
|
|
2023
Q4 | $2.18M | Buy |
+7,620
| New | +$2.18M | ﹤0.01% | 1523 |
|
|
2020
Q4 | – | Sell |
-9,584
| Closed | -$1.54M | – | 2983 |
|
|
2020
Q3 | $1.54M | Buy |
+9,584
| New | +$1.54M | ﹤0.01% | 1294 |
|