Royal Bank of Canada’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6M | Buy |
103,916
+66,827
| +180% | +$21M | 0.01% | 1077 |
|
|
2025
Q1 | $11.1M | Buy |
37,089
+19,155
| +107% | +$5.74M | ﹤0.01% | 1497 |
|
|
2024
Q4 | $6.04M | Buy |
17,934
+4,288
| +31% | +$1.44M | ﹤0.01% | 1903 |
|
|
2024
Q3 | $4.36M | Buy |
13,646
+10,127
| +288% | +$3.23M | ﹤0.01% | 2107 |
|
|
2024
Q2 | $1.04M | Buy |
3,519
+2,705
| +332% | +$800K | ﹤0.01% | 3085 |
|
|
2024
Q1 | $252K | Sell |
814
-870
| -52% | -$269K | ﹤0.01% | 4075 |
|
|
2023
Q4 | $482K | Buy |
1,684
+172
| +11% | +$49.2K | ﹤0.01% | 3795 |
|
|
2023
Q3 | $354K | Sell |
1,512
-245
| -14% | -$57.4K | ﹤0.01% | 3847 |
|
|
2023
Q2 | $345K | Sell |
1,757
-1,891
| -52% | -$371K | ﹤0.01% | 3847 |
|
|
2023
Q1 | $740K | Buy |
3,648
+454
| +14% | +$92.1K | ﹤0.01% | 3227 |
|
|
2022
Q4 | $692K | Buy |
3,194
+241
| +8% | +$52.2K | ﹤0.01% | 3385 |
|
|
2022
Q3 | $627K | Sell |
2,953
-4,032
| -58% | -$856K | ﹤0.01% | 3384 |
|
|
2022
Q2 | $1.69M | Buy |
6,985
+482
| +7% | +$117K | ﹤0.01% | 2677 |
|
|
2022
Q1 | $1.78M | Sell |
6,503
-936
| -13% | -$256K | ﹤0.01% | 2757 |
|
|
2021
Q4 | $2.54M | Sell |
7,439
-3,848
| -34% | -$1.32M | ﹤0.01% | 2533 |
|
|
2021
Q3 | $2.92M | Buy |
11,287
+732
| +7% | +$190K | ﹤0.01% | 2396 |
|
|
2021
Q2 | $2.71M | Buy |
10,555
+5,053
| +92% | +$1.3M | ﹤0.01% | 2463 |
|
|
2021
Q1 | $1.24M | Sell |
5,502
-88
| -2% | -$19.8K | ﹤0.01% | 2996 |
|
|
2020
Q4 | $1.29M | Sell |
5,590
-1,346
| -19% | -$312K | ﹤0.01% | 2854 |
|
|
2020
Q3 | $1.11M | Buy |
6,936
+2,365
| +52% | +$380K | ﹤0.01% | 2779 |
|
|
2020
Q2 | $645K | Sell |
4,571
-501
| -10% | -$70.7K | ﹤0.01% | 3146 |
|
|
2020
Q1 | $589K | Sell |
5,072
-1,539
| -23% | -$179K | ﹤0.01% | 3045 |
|
|
2019
Q4 | $1M | Buy |
6,611
+757
| +13% | +$115K | ﹤0.01% | 2918 |
|
|
2019
Q3 | $856K | Buy |
5,854
+1,968
| +51% | +$288K | ﹤0.01% | 2956 |
|
|
2019
Q2 | $563K | Buy |
3,886
+361
| +10% | +$52.3K | ﹤0.01% | 3259 |
|
|
2019
Q1 | $444K | Buy |
3,525
+176
| +5% | +$22.2K | ﹤0.01% | 3299 |
|
|
2018
Q4 | $367K | Buy |
3,349
+349
| +12% | +$38.2K | ﹤0.01% | 3349 |
|
|
2018
Q3 | $377K | Buy |
3,000
+385
| +15% | +$48.4K | ﹤0.01% | 3516 |
|
|
2018
Q2 | $335K | Buy |
2,615
+254
| +11% | +$32.5K | ﹤0.01% | 3536 |
|
|
2018
Q1 | $225K | Buy |
2,361
+93
| +4% | +$8.86K | ﹤0.01% | 3669 |
|
|
2017
Q4 | $219K | Buy |
2,268
+90
| +4% | +$8.69K | ﹤0.01% | 3664 |
|
|
2017
Q3 | $185K | Buy |
2,178
+69
| +3% | +$5.86K | ﹤0.01% | 3873 |
|
|
2017
Q2 | $166K | Sell |
2,109
-43
| -2% | -$3.39K | ﹤0.01% | 3774 |
|
|
2017
Q1 | $170K | Buy |
2,152
+99
| +5% | +$7.82K | ﹤0.01% | 3820 |
|
|
2016
Q4 | $151K | Sell |
2,053
-975
| -32% | -$71.7K | ﹤0.01% | 3916 |
|
|
2016
Q3 | $240K | Sell |
3,028
-3,068
| -50% | -$243K | ﹤0.01% | 3596 |
|
|
2016
Q2 | $499K | Buy |
6,096
+3,267
| +115% | +$267K | ﹤0.01% | 3073 |
|
|
2016
Q1 | $250K | Sell |
2,829
-2,502
| -47% | -$221K | ﹤0.01% | 3582 |
|
|
2015
Q4 | $429K | Sell |
5,331
-7,961
| -60% | -$641K | ﹤0.01% | 3271 |
|
|
2015
Q3 | $1.07M | Buy |
13,292
+10,822
| +438% | +$868K | ﹤0.01% | 2328 |
|
|
2015
Q2 | $196K | Sell |
2,470
-10,088
| -80% | -$801K | ﹤0.01% | 3905 |
|
|
2015
Q1 | $940K | Sell |
12,558
-1,478
| -11% | -$111K | ﹤0.01% | 2526 |
|
|
2014
Q4 | $908K | Buy |
14,036
+9,931
| +242% | +$642K | ﹤0.01% | 2524 |
|
|
2014
Q3 | $279K | Sell |
4,105
-11,714
| -74% | -$796K | ﹤0.01% | 3431 |
|
|
2014
Q2 | $1.14M | Buy |
15,819
+6,328
| +67% | +$454K | ﹤0.01% | 2340 |
|
|
2014
Q1 | $750K | Sell |
9,491
-14,256
| -60% | -$1.13M | ﹤0.01% | 2588 |
|
|
2013
Q4 | $1.85M | Buy |
23,747
+13,015
| +121% | +$1.02M | ﹤0.01% | 1907 |
|
|
2013
Q3 | $851K | Buy |
10,732
+2,357
| +28% | +$187K | ﹤0.01% | 2448 |
|
|
2013
Q2 | $650K | Buy |
+8,375
| New | +$650K | ﹤0.01% | 2420 |
|