Algert Global’s MoneyLion Inc. ML Stock Holding History

Algert Global’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,470	Closed	-$214K	–	1379
2025 Q1	$214K	Sell	2,470 -23,429	-90%	-$2.03M	0.01%	1074
2024 Q4	$2.23M	Buy	25,899 +18,176	+235%	+$1.23M	0.05%	569
2024 Q3	$321K	Buy	+7,723	New	+$419K	0.01%	981

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Algert Global's ML Position: Q2 2025 in Review

Algert Global sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 2,470 shares — an estimated $214K sold.

Algert Global first reported a position in ML in Q3 2024 and held it in 3 quarters. The position peaked at $2.23M in Q4 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

Algert Global reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
Algert Global sold 2,470 MoneyLion Inc. shares in Q2 2025, an estimated $214K.
Algert Global first reported a position in MoneyLion Inc. in Q3 2024 and held it in 3 quarters.
Algert Global's MoneyLion Inc. position peaked at $2.23M in Q4 2024.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Algert Global's 13F filing for Q2 2025, filed 14 Aug 2025.