Truist Financial’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Buy |
|
|||||
|
2025
Q2 | $1.33M | Sell |
|
|||||
|
2025
Q1 | $1.29M | Buy |
|
|||||
|
2024
Q4 | $1.44M | Buy |
|
|||||
|
2024
Q3 | $1.22M | Buy |
|
|||||
|
2024
Q2 | $1.04M | Sell |
|
|||||
|
2024
Q1 | $1.17M | Buy |
|
|||||
|
2023
Q4 | $574K | Buy |
|
|||||
|
2023
Q3 | $249K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $384K | Sell |
|
|||||
|
2022
Q4 | $444K | Sell |
|
|||||
|
2022
Q3 | $529K | Sell |
|
|||||
|
2022
Q2 | $727K | Buy |
|
|||||
|
2022
Q1 | $812K | Sell |
|
|||||
|
2021
Q4 | $1.63M | Sell |
|
|||||
|
2021
Q3 | $1.53M | Sell |
|
|||||
|
2021
Q2 | $1.87M | Buy |
|
|||||
|
2021
Q1 | $1.29M | Buy |
|
|||||
|
2020
Q4 | $595K | Buy |
|