United Capital Financial Advisors’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.82M	Sell	24,908 -488	-2%	-$153K	0.06%	229
2025 Q1	$7.62M	Buy	25,396 +12,477	+97%	+$3.74M	0.07%	219
2024 Q4	$4.35M	Buy	+12,919	New	+$4.35M	0.04%	282