Southeast Asset Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
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|
2025
Q1 | $3.36M | Sell |
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|
2024
Q4 | $3.95M | Sell |
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|
2024
Q3 | $4.9M | Sell |
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|
2024
Q2 | $6.03M | Sell |
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|
2024
Q1 | $6.34M | Sell |
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|
2023
Q4 | $6.36M | Sell |
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|
2023
Q3 | $6.99M | Sell |
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|
2023
Q2 | $6.78M | Buy |
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|
2023
Q1 | $6.14M | Buy |
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|
2022
Q4 | $6.54M | Hold |
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|
2022
Q3 | $6.42M | Buy |
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|
2022
Q2 | $7.22M | Buy |
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|
2022
Q1 | $7.53M | Buy |
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|
2021
Q4 | $8.67M | Buy |
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|
2021
Q3 | $6.46M | Buy |
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|
2021
Q2 | $5M | Buy |
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|
2021
Q1 | $3.98M | Buy |
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|
2020
Q4 | $2.52M | Buy |
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