EWA
ML

EverSource Wealth Advisors’s MoneyLion Inc. ML Stock Holding History

EverSource Wealth Advisors’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
-29
Closed -$2.51K – 4411
2025
Q1 		$2.51K Buy
29
+1
+4% +$87 ﹤0.01% 2825
2024
Q4 		$2.41K Buy
+28
New +$1.89K ﹤0.01% 2644

Other funds holding ML

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

EverSource Wealth Advisors's ML Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 29 shares — an estimated $2.51K sold.

EverSource Wealth Advisors first reported a position in ML in Q4 2024 and held it in 2 quarters. The position peaked at $2.51K in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 29 MoneyLion Inc. shares in Q2 2025, an estimated $2.51K.
  • EverSource Wealth Advisors first reported a position in MoneyLion Inc. in Q4 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's MoneyLion Inc. position peaked at $2.51K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.