Truist Financial’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
4,225
-92
| -2% | -$28.9K | ﹤0.01% | 1458 |
|
|
2025
Q1 | $1.29M | Buy |
4,317
+33
| +0.8% | +$9.9K | ﹤0.01% | 1413 |
|
|
2024
Q4 | $1.44M | Buy |
4,284
+472
| +12% | +$159K | ﹤0.01% | 1383 |
|
|
2024
Q3 | $1.22M | Buy |
3,812
+286
| +8% | +$91.3K | ﹤0.01% | 1428 |
|
|
2024
Q2 | $1.04M | Sell |
3,526
-278
| -7% | -$82.2K | ﹤0.01% | 1583 |
|
|
2024
Q1 | $1.17M | Buy |
3,804
+1,798
| +90% | +$554K | ﹤0.01% | 1523 |
|
|
2023
Q4 | $574K | Buy |
2,006
+941
| +88% | +$269K | ﹤0.01% | 1887 |
|
|
2023
Q3 | $249K | Buy |
+1,065
| New | +$249K | ﹤0.01% | 2338 |
|
|
2023
Q2 | – | Sell |
-1,890
| Closed | -$384K | – | 2617 |
|
|
2023
Q1 | $384K | Sell |
1,890
-161
| -8% | -$32.7K | ﹤0.01% | 2121 |
|
|
2022
Q4 | $444K | Sell |
2,051
-439
| -18% | -$95.1K | ﹤0.01% | 2040 |
|
|
2022
Q3 | $529K | Sell |
2,490
-515
| -17% | -$109K | ﹤0.01% | 1783 |
|
|
2022
Q2 | $727K | Buy |
3,005
+33
| +1% | +$7.98K | ﹤0.01% | 1694 |
|
|
2022
Q1 | $812K | Sell |
2,972
-1,806
| -38% | -$493K | ﹤0.01% | 1725 |
|
|
2021
Q4 | $1.63M | Sell |
4,778
-1,124
| -19% | -$384K | ﹤0.01% | 1380 |
|
|
2021
Q3 | $1.53M | Sell |
5,902
-1,359
| -19% | -$352K | ﹤0.01% | 1392 |
|
|
2021
Q2 | $1.87M | Buy |
7,261
+1,544
| +27% | +$397K | ﹤0.01% | 1319 |
|
|
2021
Q1 | $1.29M | Buy |
5,717
+3,150
| +123% | +$709K | ﹤0.01% | 1436 |
|
|
2020
Q4 | $595K | Buy |
+2,567
| New | +$595K | ﹤0.01% | 1754 |
|