Citigroup’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Sell |
126,844
-369
| -0.3% | -$23K | ﹤0.01% | 1140 |
|
|
2025
Q1 | $7.42M | Buy |
127,213
+27,895
| +28% | +$1.63M | ﹤0.01% | 1146 |
|
|
2024
Q4 | $7.34M | Buy |
99,318
+12,105
| +14% | +$894K | ﹤0.01% | 1149 |
|
|
2024
Q3 | $5.97M | Buy |
87,213
+37,375
| +75% | +$2.56M | ﹤0.01% | 1223 |
|
|
2024
Q2 | $2.83M | Buy |
49,838
+7,167
| +17% | +$408K | ﹤0.01% | 1518 |
|
|
2024
Q1 | $2.42M | Buy |
42,671
+1,654
| +4% | +$93.9K | ﹤0.01% | 1703 |
|
|
2023
Q4 | $2.3M | Buy |
41,017
+12,464
| +44% | +$700K | ﹤0.01% | 1545 |
|
|
2023
Q3 | $1.29M | Sell |
28,553
-20,176
| -41% | -$911K | ﹤0.01% | 1737 |
|
|
2023
Q2 | $2.21M | Buy |
48,729
+45,968
| +1,665% | +$2.08M | ﹤0.01% | 1616 |
|
|
2023
Q1 | $106K | Sell |
2,761
-1,553
| -36% | -$59.7K | ﹤0.01% | 3368 |
|
|
2022
Q4 | $166K | Sell |
4,314
-594
| -12% | -$22.8K | ﹤0.01% | 3129 |
|
|
2022
Q3 | $166K | Sell |
4,908
-2,431
| -33% | -$82.2K | ﹤0.01% | 3166 |
|
|
2022
Q2 | $289K | Sell |
7,339
-11,486
| -61% | -$452K | ﹤0.01% | 2984 |
|
|
2022
Q1 | $884K | Sell |
18,825
-32,075
| -63% | -$1.51M | ﹤0.01% | 2450 |
|
|
2021
Q4 | $3.18M | Buy |
50,900
+32,249
| +173% | +$2.02M | ﹤0.01% | 1605 |
|
|
2021
Q3 | $1.15M | Sell |
18,651
-4,994
| -21% | -$309K | ﹤0.01% | 2298 |
|
|
2021
Q2 | $1.35M | Buy |
23,645
+199
| +0.8% | +$11.3K | ﹤0.01% | 2399 |
|
|
2021
Q1 | $1.29M | Sell |
23,446
-6,820
| -23% | -$374K | ﹤0.01% | 2208 |
|
|
2020
Q4 | $1.42M | Buy |
30,266
+9,400
| +45% | +$439K | ﹤0.01% | 1936 |
|
|
2020
Q3 | $733K | Sell |
20,866
-6,884
| -25% | -$242K | ﹤0.01% | 2045 |
|
|
2020
Q2 | $865K | Buy |
27,750
+3,333
| +14% | +$104K | ﹤0.01% | 2203 |
|
|
2020
Q1 | $686K | Buy |
24,417
+5,774
| +31% | +$162K | ﹤0.01% | 2079 |
|
|
2019
Q4 | $595K | Sell |
18,643
-8,908
| -32% | -$284K | ﹤0.01% | 2532 |
|
|
2019
Q3 | $905K | Buy |
27,551
+2,880
| +12% | +$94.6K | ﹤0.01% | 2186 |
|
|
2019
Q2 | $862K | Buy |
24,671
+8,677
| +54% | +$303K | ﹤0.01% | 2257 |
|
|
2019
Q1 | $666K | Sell |
15,994
-4,435
| -22% | -$185K | ﹤0.01% | 2280 |
|
|
2018
Q4 | $702K | Buy |
20,429
+4,065
| +25% | +$140K | ﹤0.01% | 2247 |
|
|
2018
Q3 | $896K | Buy |
16,364
+5,757
| +54% | +$315K | ﹤0.01% | 2081 |
|
|
2018
Q2 | $622K | Buy |
10,607
+6,767
| +176% | +$397K | ﹤0.01% | 2193 |
|
|
2018
Q1 | $195K | Sell |
3,840
-13,945
| -78% | -$708K | ﹤0.01% | 2949 |
|
|
2017
Q4 | $862K | Buy |
17,785
+14,191
| +395% | +$688K | ﹤0.01% | 1971 |
|
|
2017
Q3 | $155K | Buy |
3,594
+2,638
| +276% | +$114K | ﹤0.01% | 3112 |
|
|
2017
Q2 | $37K | Sell |
956
-31
| -3% | -$1.2K | ﹤0.01% | 3724 |
|
|
2017
Q1 | $38K | Sell |
987
-26,480
| -96% | -$1.02M | ﹤0.01% | 3801 |
|
|
2016
Q4 | $931K | Buy |
27,467
+24,709
| +896% | +$838K | ﹤0.01% | 2447 |
|
|
2016
Q3 | $74K | Buy |
2,758
+2,642
| +2,278% | +$70.9K | ﹤0.01% | 3547 |
|
|
2016
Q2 | $3K | Sell |
116
-12,199
| -99% | -$315K | ﹤0.01% | 4783 |
|
|
2016
Q1 | $348K | Buy |
12,315
+9,947
| +420% | +$281K | ﹤0.01% | 3023 |
|
|
2015
Q4 | $69K | Buy |
2,368
+2,341
| +8,670% | +$68.2K | ﹤0.01% | 3848 |
|
|
2015
Q3 | $1K | Sell |
27
-3,848
| -99% | -$143K | ﹤0.01% | 5034 |
|
|
2015
Q2 | $111K | Sell |
3,875
-2,256
| -37% | -$64.6K | ﹤0.01% | 3171 |
|
|
2015
Q1 | $185K | Buy |
6,131
+1,832
| +43% | +$55.3K | ﹤0.01% | 3014 |
|
|
2014
Q4 | $150K | Buy |
4,299
+3,640
| +552% | +$127K | ﹤0.01% | 3365 |
|
|
2014
Q3 | $23K | Buy |
659
+597
| +963% | +$20.8K | ﹤0.01% | 4187 |
|
|
2014
Q2 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 5117 |
|