Cresset Asset Management’s MoneyLion Inc. ML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,747
| Closed | -$324K | – | 1785 |
|
|
2025
Q1 | $324K | Sell |
3,747
-1,737
| -32% | -$150K | ﹤0.01% | 1255 |
|
|
2024
Q4 | $472K | Sell |
5,484
-1,123
| -17% | -$96.6K | ﹤0.01% | 1097 |
|
|
2024
Q3 | $275K | Buy |
6,607
+1,524
| +30% | +$63.3K | ﹤0.01% | 1811 |
|
|
2024
Q2 | $374K | Buy |
+5,083
| New | +$374K | ﹤0.01% | 1561 |
|