Thrivent Financial for Lutherans’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Buy |
22,097
+4,882
| +28% | +$1.53M | 0.02% | 697 |
|
|
2025
Q1 | $5.19M | Buy |
17,215
+2,400
| +16% | +$724K | 0.01% | 820 |
|
|
2024
Q4 | $5M | Buy |
14,815
+936
| +7% | +$316K | 0.01% | 909 |
|
|
2024
Q3 | $4.43M | Buy |
13,879
+7,579
| +120% | +$2.42M | 0.01% | 977 |
|
|
2024
Q2 | $1.86M | Sell |
6,300
-894
| -12% | -$265K | ﹤0.01% | 1431 |
|
|
2024
Q1 | $2.22M | Buy |
7,194
+687
| +11% | +$212K | ﹤0.01% | 1336 |
|
|
2023
Q4 | $1.86M | Sell |
6,507
-8
| -0.1% | -$2.29K | ﹤0.01% | 1417 |
|
|
2023
Q3 | $1.53M | Buy |
+6,515
| New | +$1.53M | ﹤0.01% | 1478 |
|
|
2021
Q1 | – | Sell |
-4,510
| Closed | -$1.04M | – | 2561 |
|
|
2020
Q4 | $1.04M | Hold |
4,510
| – | – | ﹤0.01% | 1726 |
|
|
2020
Q3 | $724K | Buy |
4,510
+1,246
| +38% | +$200K | ﹤0.01% | 1766 |
|
|
2020
Q2 | $460K | Hold |
3,264
| – | – | ﹤0.01% | 1945 |
|
|
2020
Q1 | $379K | Buy |
+3,264
| New | +$379K | ﹤0.01% | 1870 |
|
|
2016
Q3 | – | Sell |
-6,530
| Closed | -$534K | – | 2028 |
|
|
2016
Q2 | $534K | Hold |
6,530
| – | – | ﹤0.01% | 1384 |
|
|
2016
Q1 | $576K | Hold |
6,530
| – | – | ﹤0.01% | 1309 |
|
|
2015
Q4 | $525K | Buy |
+6,530
| New | +$525K | ﹤0.01% | 1326 |
|