CAPTRUST Financial Advisors’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
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|
2025
Q1 | $22.1M | Buy |
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|
2024
Q4 | $3.04M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $904K | Buy |
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|
2024
Q1 | $670K | Sell |
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|
2023
Q4 | $2.62M | Sell |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.5M | Buy |
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|
2022
Q4 | $2.63M | Sell |
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|
2022
Q3 | $2.9M | Buy |
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|
2022
Q2 | $2.45M | Buy |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $815K | Buy |
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|
2020
Q3 | $2K | Buy |
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|
2020
Q2 | $2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $10K | Sell |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q3 | $12K | Sell |
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|
2018
Q2 | $23K | Sell |
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|
2018
Q1 | $18K | Hold |
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|
2017
Q4 | $18K | Buy |
|