HighTower Advisors’s MoneyLion Inc. ML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-42,700
| Closed | -$3.69M | – | 3754 |
|
|
2025
Q1 | $3.69M | Buy |
42,700
+11
| +0% | +$952 | 0.01% | 1185 |
|
|
2024
Q4 | $3.67M | Sell |
42,689
-107
| -0.3% | -$9.2K | 0.01% | 1193 |
|
|
2024
Q3 | $1.78M | Sell |
42,796
-25
| -0.1% | -$1.04K | ﹤0.01% | 1588 |
|
|
2024
Q2 | $3.15M | Buy |
42,821
+25
| +0.1% | +$1.84K | ﹤0.01% | 1212 |
|
|
2024
Q1 | $3.05M | Buy |
42,796
+80
| +0.2% | +$5.71K | ﹤0.01% | 1206 |
|
|
2023
Q4 | $2.68M | Buy |
42,716
+5,370
| +14% | +$337K | ﹤0.01% | 1276 |
|
|
2023
Q3 | $808K | Buy |
37,346
+5,100
| +16% | +$110K | ﹤0.01% | 1912 |
|
|
2023
Q2 | $388K | Buy |
+32,246
| New | +$388K | ﹤0.01% | 2364 |
|
|
2023
Q1 | – | Sell |
-31,913
| Closed | -$594K | – | 3304 |
|
|
2022
Q4 | $594K | Buy |
31,913
+5,130
| +19% | +$95.5K | ﹤0.01% | 1989 |
|
|
2022
Q3 | $717K | Buy |
26,783
+14,028
| +110% | +$376K | ﹤0.01% | 1793 |
|
|
2022
Q2 | $505K | Buy |
12,755
+11,038
| +643% | +$437K | ﹤0.01% | 2031 |
|
|
2022
Q1 | $130K | Buy |
+1,717
| New | +$130K | ﹤0.01% | 2902 |
|