BOK Financial’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 | $56.8K | Buy |
336
+11
| +3% | +$2.04K | ﹤0.01% | 813 |
|
|
2025
Q4 | $70.6K | Hold |
325
| – | – | ﹤0.01% | 805 |
|
|
2025
Q3 | $75.4K | Hold |
325
| – | – | ﹤0.01% | 796 |
|
|
2025
Q2 | $102K | Sell |
325
-20
| -6% | -$5.92K | ﹤0.01% | 764 |
|
|
2025
Q1 | $103K | Hold |
345
| – | – | ﹤0.01% | 765 |
|
|
2024
Q4 | $109K | Hold |
345
| – | – | ﹤0.01% | 742 |
|
|
2024
Q3 | $109K | Hold |
345
| – | – | ﹤0.01% | 749 |
|
|
2024
Q2 | $102K | Buy |
345
+20
| +6% | +$5.92K | ﹤0.01% | 815 |
|
|
2024
Q1 | $99.6K | Hold |
325
| – | – | ﹤0.01% | 791 |
|
|
2023
Q4 | $93K | Hold |
325
| – | – | ﹤0.01% | 746 |
|
|
2023
Q3 | $82.3K | Hold |
325
| – | – | ﹤0.01% | 725 |
|
|
2023
Q2 | $63.7K | Sell |
325
-118
| -27% | -$23.4K | ﹤0.01% | 775 |
|
|
2023
Q1 | $89.9K | Buy |
+443
| New | +$97.4K | ﹤0.01% | 771 |
|
|
2021
Q1 | – | Sell |
-1,134
| Closed | -$263K | – | 930 |
|
|
2020
Q4 | $263K | Sell |
1,134
-857
| -43% | -$170K | 0.01% | 801 |
|
|
2020
Q3 | $320K | Sell |
1,991
-3,568
| -64% | -$564K | 0.01% | 711 |
|
|
2020
Q2 | $784K | Sell |
5,559
-295
| -5% | -$41.6K | 0.02% | 512 |
|
|
2020
Q1 | $681K | Sell |
5,854
-240
| -4% | -$34.8K | 0.02% | 500 |
|
|
2019
Q4 | $922K | Buy |
6,094
+2,109
| +53% | +$324K | 0.02% | 530 |
|
|
2019
Q3 | $582K | Buy |
+3,985
| New | +$614K | 0.01% | 635 |
|
|
2016
Q2 | – | Sell |
-5,178
| Closed | -$457K | – | 875 |
|
|
2016
Q1 | $457K | Buy |
+5,178
| New | +$413K | 0.02% | 594 |
|
Other funds holding MORN
VPM
VCM
