IFP Advisors’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 | $76.2K | Sell |
1,029
-37
| -3% | -$2.74K | ﹤0.01% | 1806 |
|
|
2025
Q1 | $62.2K | Sell |
1,066
-18
| -2% | -$1.05K | ﹤0.01% | 1784 |
|
|
2024
Q4 | $80.1K | Buy |
1,084
+21
| +2% | +$1.55K | ﹤0.01% | 1582 |
|
|
2024
Q3 | $72.8K | Buy |
1,063
+984
| +1,246% | +$67.4K | ﹤0.01% | 1553 |
|
|
2024
Q2 | $4.49K | Hold |
79
| – | – | ﹤0.01% | 2600 |
|
|
2024
Q1 | $4.49K | Sell |
79
-79
| -50% | -$4.49K | ﹤0.01% | 2486 |
|
|
2023
Q4 | $8.88K | Sell |
158
-27
| -15% | -$1.52K | ﹤0.01% | 2233 |
|
|
2023
Q3 | $8.36K | Buy |
185
+1
| +0.5% | +$45 | ﹤0.01% | 2325 |
|
|
2023
Q2 | $8.33K | Buy |
184
+2
| +1% | +$91 | ﹤0.01% | 2359 |
|
|
2023
Q1 | $10.9K | Buy |
182
+1
| +0.6% | +$60 | ﹤0.01% | 2247 |
|
|
2022
Q4 | $11K | Sell |
181
-20
| -10% | -$1.22K | ﹤0.01% | 3325 |
|
|
2022
Q3 | $13K | Buy |
201
+1
| +0.5% | +$65 | ﹤0.01% | 3455 |
|
|
2022
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 3201 |
|
|
2022
Q1 | $13K | Buy |
200
+55
| +38% | +$3.58K | ﹤0.01% | 3201 |
|
|
2021
Q4 | $9K | Sell |
145
-96
| -40% | -$5.96K | ﹤0.01% | 2233 |
|
|
2021
Q3 | $15K | Buy |
241
+1
| +0.4% | +$62 | ﹤0.01% | 2059 |
|
|
2021
Q2 | $14K | Buy |
240
+104
| +76% | +$6.07K | ﹤0.01% | 2076 |
|
|
2021
Q1 | $8K | Sell |
136
-1,878
| -93% | -$110K | ﹤0.01% | 2216 |
|
|
2020
Q4 | $93K | Sell |
2,014
-36
| -2% | -$1.66K | ﹤0.01% | 1169 |
|
|
2020
Q3 | $72K | Buy |
2,050
+1
| +0% | +$35 | ﹤0.01% | 1141 |
|
|
2020
Q2 | $63K | Sell |
2,049
-43
| -2% | -$1.32K | 0.01% | 1115 |
|
|
2020
Q1 | $67K | Buy |
2,092
+314
| +18% | +$10.1K | 0.01% | 993 |
|
|
2019
Q4 | $58K | Buy |
1,778
+102
| +6% | +$3.33K | ﹤0.01% | 1195 |
|
|
2019
Q3 | $55K | Buy |
+1,676
| New | +$55K | ﹤0.01% | 1326 |
|
|
2019
Q1 | – | Sell |
-85
| Closed | -$3K | – | 2954 |
|
|
2018
Q4 | $3K | Sell |
85
-325
| -79% | -$11.5K | ﹤0.01% | 2993 |
|
|
2018
Q3 | $22K | Hold |
410
| – | – | ﹤0.01% | 2385 |
|
|
2018
Q2 | $24K | Sell |
410
-110
| -21% | -$6.44K | ﹤0.01% | 2327 |
|
|
2018
Q1 | $25K | Hold |
520
| – | – | ﹤0.01% | 2244 |
|
|
2017
Q4 | $25K | Buy |
+520
| New | +$25K | ﹤0.01% | 2240 |
|
|
2017
Q3 | – | Sell |
-180
| Closed | -$7K | – | 4109 |
|
|
2017
Q2 | $7K | Hold |
180
| – | – | ﹤0.01% | 3198 |
|
|
2017
Q1 | $7K | Buy |
+180
| New | +$7K | ﹤0.01% | 3097 |
|