Hodges Capital Management’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 | – | Sell |
-5,715
| Closed | -$334K | – | 213 |
|
2025
Q1 | $334K | Sell |
5,715
-118,125
| -95% | -$6.9M | 0.03% | 187 |
|
2024
Q4 | $9.15M | Buy |
+123,840
| New | +$9.15M | 0.55% | 61 |
|
2020
Q1 | – | Sell |
-7,415
| Closed | -$237K | – | 208 |
|
2019
Q4 | $237K | Sell |
7,415
-109,585
| -94% | -$3.5M | 0.03% | 190 |
|
2019
Q3 | $3.84M | Buy |
+117,000
| New | +$3.84M | 0.44% | 73 |
|
2018
Q3 | – | Sell |
-149,230
| Closed | -$8.75M | – | 260 |
|
2018
Q2 | $8.75M | Sell |
149,230
-25,390
| -15% | -$1.49M | 0.65% | 53 |
|
2018
Q1 | $8.88M | Buy |
+174,620
| New | +$8.88M | 0.7% | 43 |
|