Bank of Nova Scotia’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.73M | Sell |
28,000
-6,200
| -18% | -$1.15M | 0.01% | 589 |
|
|
2025
Q4 | $7.43M | Buy |
34,200
+29,600
| +643% | +$6.41M | 0.01% | 541 |
|
|
2025
Q3 | $1.07M | Sell |
4,600
-27,400
| -86% | -$7.3M | ﹤0.01% | 789 |
|
|
2025
Q2 | $10M | Sell |
32,000
-12,500
| -28% | -$3.7M | 0.02% | 391 |
|
|
2025
Q1 | $13.3M | Buy |
44,500
+25,500
| +134% | +$8.03M | 0.03% | 317 |
|
|
2024
Q4 | $6.4M | Sell |
19,000
-12,926
| -40% | -$4.41M | 0.01% | 484 |
|
|
2024
Q3 | $10.2M | Buy |
31,926
+6,991
| +28% | +$2.17M | 0.02% | 348 |
|
|
2024
Q2 | $7.38M | Sell |
24,935
-16,632
| -40% | -$4.92M | 0.01% | 407 |
|
|
2024
Q1 | $12.8M | Buy |
41,567
+18,698
| +82% | +$5.39M | 0.03% | 359 |
|
|
2023
Q4 | $6.55M | Sell |
22,869
-116,131
| -84% | -$30.3M | 0.01% | 472 |
|
|
2023
Q3 | $32.6M | Sell |
139,000
-4,475
| -3% | -$1.01M | 0.09% | 178 |
|
|
2023
Q2 | $28.1M | Buy |
+143,475
| New | +$28.4M | 0.07% | 178 |
|
|
2022
Q2 | – | Sell |
-10,706
| Closed | -$2.92M | – | 1233 |
|
|
2022
Q1 | $2.92M | Sell |
10,706
-5,112
| -32% | -$1.44M | 0.01% | 728 |
|
|
2021
Q4 | $5.41M | Buy |
15,818
+7,500
| +90% | +$2.32M | 0.01% | 674 |
|
|
2021
Q3 | $2.15M | Sell |
8,318
-11,519
| -58% | -$3.03M | ﹤0.01% | 843 |
|
|
2021
Q2 | $5.1M | Buy |
19,837
+17,603
| +788% | +$4.27M | 0.01% | 593 |
|
|
2021
Q1 | $503K | Sell |
2,234
-24,069
| -92% | -$5.64M | ﹤0.01% | 928 |
|
|
2020
Q4 | $6.09M | Buy |
26,303
+10,470
| +66% | +$2.08M | 0.01% | 456 |
|
|
2020
Q3 | $2.54M | Sell |
15,833
-49,516
| -76% | -$7.82M | 0.01% | 596 |
|
|
2020
Q2 | $9.21M | Buy |
+65,349
| New | +$9.23M | 0.03% | 310 |
|
|
2018
Q4 | – | Sell |
-7,601
| Closed | -$957K | – | 895 |
|
|
2018
Q3 | $957K | Buy |
+7,601
| New | +$1.02M | ﹤0.01% | 718 |
|
|
2018
Q1 | – | Sell |
-5,760
| Closed | -$558K | – | 969 |
|
|
2017
Q4 | $558K | Hold |
5,760
| – | – | ﹤0.01% | 831 |
|
|
2017
Q3 | $489K | Hold |
5,760
| – | – | ﹤0.01% | 843 |
|
|
2017
Q2 | $451K | Hold |
5,760
| – | – | ﹤0.01% | 863 |
|
|
2017
Q1 | $453K | Hold |
5,760
| – | – | ﹤0.01% | 816 |
|
|
2016
Q4 | $424K | Hold |
5,760
| – | – | ﹤0.01% | 634 |
|
|
2016
Q3 | $456K | Hold |
5,760
| – | – | ﹤0.01% | 539 |
|
|
2016
Q2 | $471K | Hold |
5,760
| – | – | ﹤0.01% | 506 |
|
|
2016
Q1 | $508K | Hold |
5,760
| – | – | ﹤0.01% | 471 |
|
|
2015
Q4 | $463K | Hold |
5,760
| – | – | ﹤0.01% | 524 |
|
|
2015
Q3 | $462K | Buy |
5,760
+2,260
| +65% | +$185K | ﹤0.01% | 443 |
|
|
2015
Q2 | $278K | Buy |
3,500
+300
| +9% | +$23K | ﹤0.01% | 500 |
|
|
2015
Q1 | $239K | Buy |
+3,200
| New | +$227K | ﹤0.01% | 534 |
|
Other funds holding MORN
VPM
VCM
