Janney Montgomery Scott’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 | $1.66M | Buy |
26,619
+4,828
| +22% | +$301K | ﹤0.01% | 1302 |
|
|
2025
Q1 | $1.27M | Sell |
21,791
-480
| -2% | -$28K | ﹤0.01% | 1398 |
|
|
2024
Q4 | $1.65M | Sell |
22,271
-13,734
| -38% | -$1.01M | ﹤0.01% | 1256 |
|
|
2024
Q3 | $2.47M | Sell |
36,005
-2,154
| -6% | -$148K | 0.01% | 1041 |
|
|
2024
Q2 | $2.17M | Sell |
38,159
-1,302
| -3% | -$74K | 0.01% | 1069 |
|
|
2024
Q1 | $2.24M | Buy |
39,461
+3,283
| +9% | +$186K | 0.01% | 1109 |
|
|
2023
Q4 | $2.03M | Sell |
36,178
-8,110
| -18% | -$455K | 0.01% | 1100 |
|
|
2023
Q3 | $2M | Buy |
44,288
+1,947
| +5% | +$87.9K | 0.01% | 1021 |
|
|
2023
Q2 | $1.92M | Sell |
42,341
-340
| -0.8% | -$15.4K | 0.01% | 1093 |
|
|
2023
Q1 | $1.64M | Buy |
42,681
+13,173
| +45% | +$506K | 0.01% | 1063 |
|
|
2022
Q4 | $1.13M | Sell |
29,508
-651
| -2% | -$25K | ﹤0.01% | 1301 |
|
|
2022
Q3 | $1.02M | Buy |
30,159
+711
| +2% | +$24K | ﹤0.01% | 1304 |
|
|
2022
Q2 | $1.17M | Buy |
29,448
+6,629
| +29% | +$262K | 0.01% | 1167 |
|
|
2022
Q1 | $1.07M | Buy |
22,819
+2,053
| +10% | +$96.4K | ﹤0.01% | 1206 |
|
|
2021
Q4 | $1.3M | Buy |
20,766
+7,058
| +51% | +$441K | 0.01% | 1195 |
|
|
2021
Q3 | $848K | Buy |
13,708
+20
| +0.1% | +$1.24K | ﹤0.01% | 1366 |
|
|
2021
Q2 | $779K | Buy |
13,688
+15
| +0.1% | +$854 | ﹤0.01% | 1401 |
|
|
2021
Q1 | $750K | Sell |
13,673
-4,433
| -24% | -$243K | ﹤0.01% | 1345 |
|
|
2020
Q4 | $847K | Buy |
18,106
+140
| +0.8% | +$6.55K | ﹤0.01% | 1264 |
|
|
2020
Q3 | $631K | Sell |
17,966
-23
| -0.1% | -$808 | ﹤0.01% | 1318 |
|
|
2020
Q2 | $561K | Buy |
+17,989
| New | +$561K | ﹤0.01% | 1312 |
|
|
2019
Q2 | – | Sell |
-6,758
| Closed | -$281K | – | 2077 |
|
|
2019
Q1 | $281K | Sell |
6,758
-5
| -0.1% | -$208 | ﹤0.01% | 1700 |
|
|
2018
Q4 | $233K | Sell |
6,763
-2,813
| -29% | -$96.9K | ﹤0.01% | 1695 |
|
|
2018
Q3 | $525K | Buy |
+9,576
| New | +$525K | ﹤0.01% | 1416 |
|