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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.21M | Sell |
7,134
-773
| -10% | -$144K | ﹤0.01% | 1605 |
|
|
2025
Q4 | $1.72M | Buy |
7,907
+2,561
| +48% | +$555K | ﹤0.01% | 1382 |
|
|
2025
Q3 | $1.24M | Buy |
5,346
+1,121
| +27% | +$299K | ﹤0.01% | 1570 |
|
|
2025
Q2 | $1.33M | Sell |
4,225
-92
| -2% | -$27.2K | ﹤0.01% | 1466 |
|
|
2025
Q1 | $1.29M | Buy |
4,317
+33
| +0.8% | +$10.4K | ﹤0.01% | 1418 |
|
|
2024
Q4 | $1.44M | Buy |
4,284
+472
| +12% | +$161K | ﹤0.01% | 1390 |
|
|
2024
Q3 | $1.22M | Buy |
3,812
+286
| +8% | +$88.9K | ﹤0.01% | 1436 |
|
|
2024
Q2 | $1.04M | Sell |
3,526
-278
| -7% | -$82.3K | ﹤0.01% | 1589 |
|
|
2024
Q1 | $1.17M | Buy |
3,804
+1,798
| +90% | +$518K | ﹤0.01% | 1528 |
|
|
2023
Q4 | $574K | Buy |
2,006
+941
| +88% | +$245K | ﹤0.01% | 1893 |
|
|
2023
Q3 | $249K | Buy |
+1,065
| New | +$240K | ﹤0.01% | 2348 |
|
|
2023
Q2 | – | Sell |
-1,890
| Closed | -$384K | – | 2630 |
|
|
2023
Q1 | $384K | Sell |
1,890
-161
| -8% | -$35.4K | ﹤0.01% | 2131 |
|
|
2022
Q4 | $444K | Sell |
2,051
-439
| -18% | -$100K | ﹤0.01% | 2047 |
|
|
2022
Q3 | $529K | Sell |
2,490
-515
| -17% | -$122K | ﹤0.01% | 1789 |
|
|
2022
Q2 | $727K | Buy |
3,005
+33
| +1% | +$8.32K | ﹤0.01% | 1699 |
|
|
2022
Q1 | $812K | Sell |
2,972
-1,806
| -38% | -$510K | ﹤0.01% | 1730 |
|
|
2021
Q4 | $1.63M | Sell |
4,778
-1,124
| -19% | -$348K | ﹤0.01% | 1388 |
|
|
2021
Q3 | $1.53M | Sell |
5,902
-1,359
| -19% | -$357K | ﹤0.01% | 1399 |
|
|
2021
Q2 | $1.87M | Buy |
7,261
+1,544
| +27% | +$375K | ﹤0.01% | 1323 |
|
|
2021
Q1 | $1.29M | Buy |
5,717
+3,150
| +123% | +$738K | ﹤0.01% | 1442 |
|
|
2020
Q4 | $595K | Buy |
+2,567
| New | +$510K | ﹤0.01% | 1767 |
|
Other funds holding MORN
VPM
VCM
