Susquehanna Portfolio Strategies’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.13M | Buy |
+29,070
| New | +$9.13M | 0.2% | 146 |
|
|
2024
Q4 | – | Sell |
-1,352
| Closed | -$431K | – | 210 |
|
|
2024
Q3 | $431K | Sell |
1,352
-92
| -6% | -$29.4K | 0.03% | 261 |
|
|
2024
Q2 | $427K | Sell |
1,444
-7,703
| -84% | -$2.28M | 0.02% | 383 |
|
|
2024
Q1 | $2.82M | Hold |
9,147
| – | – | 0.07% | 285 |
|
|
2023
Q4 | $2.62M | Buy |
+9,147
| New | +$2.62M | 0.05% | 378 |
|