Steward Partners Investment Advisory’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5K | Buy |
199
+5
| +3% | +$1.57K | ﹤0.01% | 2363 |
|
|
2025
Q1 | $58.2K | Buy |
194
+2
| +1% | +$600 | ﹤0.01% | 2305 |
|
|
2024
Q4 | $64.7K | Buy |
192
+26
| +16% | +$8.76K | ﹤0.01% | 2202 |
|
|
2024
Q3 | $53K | Hold |
166
| – | – | ﹤0.01% | 2206 |
|
|
2024
Q2 | $49.1K | Sell |
166
-10
| -6% | -$2.96K | ﹤0.01% | 2115 |
|
|
2024
Q1 | $54.3K | Buy |
176
+10
| +6% | +$3.08K | ﹤0.01% | 2073 |
|
|
2023
Q4 | $47.5K | Buy |
166
+57
| +52% | +$16.3K | ﹤0.01% | 2018 |
|
|
2023
Q3 | $25.5K | Hold |
109
| – | – | ﹤0.01% | 2194 |
|
|
2023
Q2 | $21.4K | Hold |
109
| – | – | ﹤0.01% | 2258 |
|
|
2023
Q1 | $22.1K | Hold |
109
| – | – | ﹤0.01% | 2208 |
|
|
2022
Q4 | $23.6K | Hold |
109
| – | – | ﹤0.01% | 2161 |
|
|
2022
Q3 | $23K | Sell |
109
-5
| -4% | -$1.06K | ﹤0.01% | 2166 |
|
|
2022
Q2 | $28K | Sell |
114
-69
| -38% | -$16.9K | ﹤0.01% | 2078 |
|
|
2022
Q1 | $50K | Buy |
183
+74
| +68% | +$20.2K | ﹤0.01% | 1915 |
|
|
2021
Q4 | $37K | Hold |
109
| – | – | ﹤0.01% | 2043 |
|
|
2021
Q3 | $28K | Buy |
+109
| New | +$28K | ﹤0.01% | 2173 |
|
|
2021
Q2 | – | Sell |
-37
| Closed | -$8.33K | – | 7277 |
|
|
2021
Q1 | $8.33K | Buy |
+37
| New | +$8.33K | ﹤0.01% | 2853 |
|