Stonegate Investment Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-788
| Closed | -$265K | – | 411 |
|
|
2024
Q4 | $265K | Buy |
788
+24
| +3% | +$8.08K | 0.01% | 285 |
|
|
2024
Q3 | $244K | Hold |
764
| – | – | 0.01% | 304 |
|
|
2024
Q2 | $226K | Buy |
+764
| New | +$226K | 0.01% | 310 |
|
|
2022
Q1 | – | Sell |
-650
| Closed | -$222K | – | 311 |
|
|
2021
Q4 | $222K | Buy |
+650
| New | +$222K | 0.01% | 237 |
|