KeyBank National Association’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
772
-38
-5% -$11.9K ﹤0.01% 1061
2025
Q1
$243K Buy
810
+185
+30% +$55.5K ﹤0.01% 1042
2024
Q4
$210K Sell
625
-83
-12% -$28K ﹤0.01% 1106
2024
Q3
$226K Sell
708
-51
-7% -$16.3K ﹤0.01% 1059
2024
Q2
$225K Buy
+759
New +$225K ﹤0.01% 1022