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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $90.3K | Buy |
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|
2025
Q2 | $62.5K | Buy |
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|
2025
Q1 | $58.2K | Buy |
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|
2024
Q4 | $64.7K | Buy |
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|
2024
Q3 | $53K | Hold |
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|
2024
Q2 | $49.1K | Sell |
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|
2024
Q1 | $54.3K | Buy |
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|
2023
Q4 | $47.5K | Buy |
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|
2023
Q3 | $25.5K | Hold |
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|
2023
Q2 | $21.4K | Hold |
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|
2023
Q1 | $22.1K | Hold |
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|
2022
Q4 | $23.6K | Hold |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $28K | Sell |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $28K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $8.33K | Buy |
|