Jefferies Financial Group’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,039
| Closed | -$1.04M | – | 1511 |
|
|
2024
Q4 | $1.04M | Buy |
+14,039
| New | +$1.04M | 0.01% | 648 |
|
|
2024
Q2 | – | Sell |
-5,711
| Closed | -$324K | – | 1327 |
|
|
2024
Q1 | $324K | Sell |
5,711
-2,512
| -31% | -$143K | ﹤0.01% | 894 |
|
|
2023
Q4 | $462K | Buy |
+8,223
| New | +$462K | ﹤0.01% | 891 |
|
|
2023
Q3 | – | Sell |
-5,405
| Closed | -$245K | – | 1303 |
|
|
2023
Q2 | $245K | Buy |
+5,405
| New | +$245K | ﹤0.01% | 953 |
|