Kestra Advisory Services’s Moelis & Co MC Stock Holding History

Kestra Advisory Services’s Portfolio MC Stock Details MC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$147K	Buy
2022 Q2	–	Sell
2022 Q1	$226K	Buy
2021 Q4	–	Sell
2021 Q3	$281K	Sell
2021 Q2	$261K	Buy