Stifel Financial’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 | $10.7M | Buy |
63,101
+49,618
| +368% | +$9.22M | 0.01% | 919 |
|
|
2025
Q4 | $2.93M | Sell |
13,483
-1,362
| -9% | -$295K | ﹤0.01% | 1668 |
|
|
2025
Q3 | $3.44M | Buy |
14,845
+1,332
| +10% | +$355K | ﹤0.01% | 1511 |
|
|
2025
Q2 | $4.24M | Sell |
13,513
-1,704
| -11% | -$504K | ﹤0.01% | 1342 |
|
|
2025
Q1 | $4.56M | Sell |
15,217
-3,416
| -18% | -$1.08M | ﹤0.01% | 1238 |
|
|
2024
Q4 | $6.27M | Buy |
18,633
+284
| +2% | +$97K | 0.01% | 1080 |
|
|
2024
Q3 | $5.86M | Sell |
18,349
-421
| -2% | -$131K | 0.01% | 1123 |
|
|
2024
Q2 | $5.55M | Buy |
18,770
+188
| +1% | +$55.6K | 0.01% | 1074 |
|
|
2024
Q1 | $5.73M | Buy |
18,582
+357
| +2% | +$103K | 0.01% | 1066 |
|
|
2023
Q4 | $5.22M | Buy |
18,225
+126
| +0.7% | +$32.8K | 0.01% | 1080 |
|
|
2023
Q3 | $4.24M | Sell |
18,099
-148
| -0.8% | -$33.4K | 0.01% | 1123 |
|
|
2023
Q2 | $3.58M | Buy |
18,247
+5,875
| +47% | +$1.16M | ﹤0.01% | 1247 |
|
|
2023
Q1 | $2.51M | Sell |
12,372
-83
| -0.7% | -$18.2K | ﹤0.01% | 1424 |
|
|
2022
Q4 | $2.7M | Sell |
12,455
-1,130
| -8% | -$258K | ﹤0.01% | 1308 |
|
|
2022
Q3 | $2.88M | Sell |
13,585
-159
| -1% | -$37.8K | ﹤0.01% | 1230 |
|
|
2022
Q2 | $3.32M | Sell |
13,744
-132
| -1% | -$33.3K | 0.01% | 1181 |
|
|
2022
Q1 | $3.79M | Sell |
13,876
-2,878
| -17% | -$813K | 0.01% | 1208 |
|
|
2021
Q4 | $5.73M | Sell |
16,754
-308
| -2% | -$95.3K | 0.01% | 995 |
|
|
2021
Q3 | $4.42M | Sell |
17,062
-256
| -1% | -$67.3K | 0.01% | 1089 |
|
|
2021
Q2 | $4.45M | Sell |
17,318
-101
| -0.6% | -$24.5K | 0.01% | 1083 |
|
|
2021
Q1 | $3.92M | Sell |
17,419
-397
| -2% | -$93K | 0.01% | 1100 |
|
|
2020
Q4 | $4.13M | Sell |
17,816
-434
| -2% | -$86.2K | 0.01% | 968 |
|
|
2020
Q3 | $2.93M | Sell |
18,250
-1,083
| -6% | -$171K | 0.01% | 1022 |
|
|
2020
Q2 | $2.73M | Buy |
19,333
+1,935
| +11% | +$273K | 0.01% | 1003 |
|
|
2020
Q1 | $2.02M | Buy |
17,398
+1,448
| +9% | +$210K | 0.01% | 1040 |
|
|
2019
Q4 | $2.41M | Buy |
15,950
+1,315
| +9% | +$202K | 0.01% | 1223 |
|
|
2019
Q3 | $2.13M | Buy |
14,635
+435
| +3% | +$67K | 0.01% | 1268 |
|
|
2019
Q2 | $2.04M | Buy |
14,200
+91
| +0.6% | +$12.6K | 0.01% | 1319 |
|
|
2019
Q1 | $1.8M | Buy |
14,109
+844
| +6% | +$101K | 0.01% | 1300 |
|
|
2018
Q4 | $1.46M | Buy |
13,265
+2,469
| +23% | +$289K | ﹤0.01% | 1322 |
|
|
2018
Q3 | $1.38M | Buy |
10,796
+2,884
| +36% | +$389K | ﹤0.01% | 1471 |
|
|
2018
Q2 | $1.02M | Buy |
7,912
+1,104
| +16% | +$126K | ﹤0.01% | 1598 |
|
|
2018
Q1 | $648K | Buy |
6,808
+1,883
| +38% | +$181K | ﹤0.01% | 1825 |
|
|
2017
Q4 | $476K | Buy |
4,925
+1,679
| +52% | +$151K | ﹤0.01% | 1939 |
|
|
2017
Q3 | $280K | Buy |
+3,246
| New | +$265K | ﹤0.01% | 2187 |
|
|
2017
Q2 | – | Sell |
-3,696
| Closed | -$293K | – | 2601 |
|
|
2017
Q1 | $293K | Sell |
3,696
-41
| -1% | -$3.19K | ﹤0.01% | 2109 |
|
|
2016
Q4 | $275K | Buy |
+3,737
| New | +$275K | ﹤0.01% | 2088 |
|
|
2016
Q2 | – | Sell |
-4,513
| Closed | -$398K | – | 2544 |
|
|
2016
Q1 | $398K | Buy |
4,513
+1,011
| +29% | +$80.6K | ﹤0.01% | 1704 |
|
|
2015
Q4 | $281K | Sell |
3,502
-968
| -22% | -$78.4K | ﹤0.01% | 1946 |
|
|
2015
Q3 | $358K | Buy |
4,470
+1,162
| +35% | +$94.9K | ﹤0.01% | 1746 |
|
|
2015
Q2 | $263K | Sell |
3,308
-202
| -6% | -$15.5K | ﹤0.01% | 2022 |
|
|
2015
Q1 | $263K | Buy |
3,510
+177
| +5% | +$12.6K | ﹤0.01% | 1969 |
|
|
2014
Q4 | $216K | Sell |
3,333
-4,658
| -58% | -$309K | ﹤0.01% | 2053 |
|
|
2014
Q3 | $543K | Sell |
7,991
-703
| -8% | -$48.1K | ﹤0.01% | 1471 |
|
|
2014
Q2 | $624K | Sell |
8,694
-524
| -6% | -$38.3K | 0.01% | 1364 |
|
|
2014
Q1 | $728K | Buy |
+9,218
| New | +$734K | 0.01% | 1224 |
|
Other funds holding MORN
VPM
VCM
