Steward Partners Investment Advisory’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63.2K	Sell	374 -15	-4%	-$2.79K	﹤0.01%	2649
2025 Q4	$84.5K	Hold	389	–	–	﹤0.01%	2392
2025 Q3	$90.3K	Buy	389 +190	+95%	+$50.6K	﹤0.01%	2292
2025 Q2	$62.5K	Buy	199 +5	+3%	+$1.48K	﹤0.01%	2363
2025 Q1	$58.2K	Buy	194 +2	+1%	+$630	﹤0.01%	2305
2024 Q4	$64.7K	Buy	192 +26	+16%	+$8.88K	﹤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%	+$2.88K	﹤0.01%	2073
2023 Q4	$47.5K	Buy	166 +57	+52%	+$14.9K	﹤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%	-$1.19K	﹤0.01%	2166
2022 Q2	$28K	Sell	114 -69	-38%	-$17.4K	﹤0.01%	2078
2022 Q1	$50K	Buy	183 +74	+68%	+$20.9K	﹤0.01%	1915
2021 Q4	$37K	Hold	109	–	–	﹤0.01%	2043
2021 Q3	$28K	Buy	+109	New	+$28.6K	﹤0.01%	2173
2021 Q2	–	Sell	-37	Closed	-$8.33K	–	7282
2021 Q1	$8.33K	Buy	+37	New	+$8.67K	﹤0.01%	2853