TFC Financial Management’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	-1	Closed	-$337	–	1013
2024 Q4	$337	Hold	1	–	–	﹤0.01%	711
2024 Q3	$320	Buy	+1	New	+$320	﹤0.01%	716
2024 Q2	–	Sell	-1	Closed	-$309	–	1047
2024 Q1	$309	Buy	+1	New	+$309	﹤0.01%	685