Creative Planning’s MoneyLion Inc. ML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-487
| Closed | -$41.9K | – | 3762 |
|
|
2024
Q4 | $41.9K | Buy |
+487
| New | +$41.9K | ﹤0.01% | 3254 |
|
|
2023
Q2 | – | Sell |
-3,735
| Closed | -$63.6K | – | 2749 |
|
|
2023
Q1 | $63.6K | Buy |
3,735
+282
| +8% | +$4.8K | ﹤0.01% | 2285 |
|
|
2022
Q4 | $64.2K | Buy |
3,453
+2,270
| +192% | +$42.2K | ﹤0.01% | 2187 |
|
|
2022
Q3 | $32K | Buy |
+1,183
| New | +$32K | ﹤0.01% | 2126 |
|
|
2021
Q2 | – | Sell |
-487
| Closed | -$145K | – | 2408 |
|
|
2021
Q1 | $145K | Buy |
+487
| New | +$145K | ﹤0.01% | 2130 |
|