JNBA Financial Advisors’s Moody's MCO Stock Holding History

JNBA Financial Advisors’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$138K	Hold	275	–	–	0.01%	195
2025 Q1	$128K	Sell	275 -25	-8%	-$11.6K	0.01%	201
2024 Q4	$142K	Hold	300	–	–	0.01%	190
2024 Q3	$142K	Hold	300	–	–	0.01%	197
2024 Q2	$126K	Hold	300	–	–	0.01%	207
2024 Q1	$118K	Hold	300	–	–	0.01%	217
2023 Q4	$117K	Hold	300	–	–	0.01%	218
2023 Q3	$94.9K	Hold	300	–	–	0.01%	228
2023 Q2	$104K	Hold	300	–	–	0.01%	223
2023 Q1	$91.8K	Sell	300 -25	-8%	-$7.65K	0.01%	236
2022 Q4	$90.6K	Hold	325	–	–	0.01%	235
2022 Q3	$79K	Hold	325	–	–	0.01%	240
2022 Q2	$88K	Hold	325	–	–	0.01%	232
2022 Q1	$110K	Sell	325 -33	-9%	-$11.2K	0.01%	218
2021 Q4	$140K	Sell	358 -138	-28%	-$54K	0.02%	211
2021 Q3	$176K	Buy	496 +146	+42%	+$51.8K	0.02%	199
2021 Q2	$127K	Hold	350	–	–	0.02%	214
2021 Q1	$105K	Hold	350	–	–	0.02%	220
2020 Q4	$102K	Hold	350	–	–	0.02%	210
2020 Q3	$101K	Hold	350	–	–	0.02%	195
2020 Q2	$96K	Sell	350 -37	-10%	-$10.1K	0.02%	185
2020 Q1	$82K	Buy	387 +77	+25%	+$16.3K	0.02%	186
2019 Q4	$74K	Hold	310	–	–	0.01%	203
2019 Q3	$63K	Hold	310	–	–	0.01%	210
2019 Q2	$61K	Hold	310	–	–	0.01%	216
2019 Q1	$56K	Hold	310	–	–	0.01%	213
2018 Q4	$43K	Buy	+310	New	+$43K	0.01%	218
2018 Q3	–	Sell	-310	Closed	-$53K	–	616
2018 Q2	$53K	Hold	310	–	–	0.01%	219
2018 Q1	$50K	Hold	310	–	–	0.01%	223
2017 Q4	$46K	Hold	310	–	–	0.01%	225
2017 Q3	$43K	Hold	310	–	–	0.01%	222
2017 Q2	$38K	Hold	310	–	–	0.01%	231
2017 Q1	$35K	Hold	310	–	–	0.01%	235
2016 Q4	$29K	Sell	310 -125	-29%	-$11.7K	0.01%	255
2016 Q3	$47K	Buy	435 +125	+40%	+$13.5K	0.01%	547
2016 Q2	$29K	Hold	310	–	–	0.01%	254
2016 Q1	$30K	Hold	310	–	–	0.01%	243
2015 Q4	$31K	Hold	310	–	–	0.01%	234
2015 Q3	$30K	Hold	310	–	–	0.01%	232
2015 Q2	$33K	Hold	310	–	–	0.01%	221
2015 Q1	$32K	Hold	310	–	–	0.01%	235
2014 Q4	$30K	Hold	310	–	–	0.01%	241
2014 Q3	$29K	Buy	+310	New	+$29K	0.01%	245