Charles Schwab’s MoneyLion Inc. ML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $5.16M | Sell |
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|
2024
Q4 | $5.26M | Buy |
|
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|
2024
Q3 | $2.29M | Buy |
|
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|
2024
Q2 | $3.82M | Buy |
|
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|
2024
Q1 | $2.19M | Buy |
|
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|
2023
Q4 | $1.8M | Sell |
|
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|
2023
Q3 | $660K | Buy |
|
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $552K | Buy |
|
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|
2022
Q4 | $527K | Buy |
|
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|
2022
Q3 | $751K | Buy |
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|
2022
Q2 | $1.05M | Buy |
|
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.83M | Buy |
|