Sone Capital Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.57M Sell
14,559
-23,990
-62% -$7.53M 0.42% 75
2025
Q1
$11.6M Buy
+38,549
New +$11.6M 1.19% 34