Kestra Advisory Services’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
44,602
-195
| -0.4% | -$97.8K | 0.11% | 178 |
|
|
2025
Q1 | $20.9M | Buy |
44,797
+4,330
| +11% | +$2.02M | 0.1% | 159 |
|
|
2024
Q4 | $19.2M | Sell |
40,467
-1,341
| -3% | -$635K | 0.1% | 192 |
|
|
2024
Q3 | $19.8M | Sell |
41,808
-638
| -2% | -$303K | 0.11% | 194 |
|
|
2024
Q2 | $17.8M | Sell |
42,446
-171
| -0.4% | -$71.8K | 0.1% | 214 |
|
|
2024
Q1 | $16.7M | Buy |
42,617
+366
| +0.9% | +$144K | 0.11% | 178 |
|
|
2023
Q4 | $16.5M | Buy |
42,251
+602
| +1% | +$235K | 0.13% | 152 |
|
|
2023
Q3 | $13.2M | Buy |
41,649
+271
| +0.7% | +$85.7K | 0.13% | 177 |
|
|
2023
Q2 | $14.4M | Sell |
41,378
-2
| -0% | -$695 | 0.14% | 156 |
|
|
2023
Q1 | $12.7M | Sell |
41,380
-4,102
| -9% | -$1.26M | 0.14% | 168 |
|
|
2022
Q4 | $12.7M | Buy |
45,482
+3,349
| +8% | +$933K | 0.11% | 212 |
|
|
2022
Q3 | $10.2M | Sell |
42,133
-1,149
| -3% | -$279K | 0.11% | 210 |
|
|
2022
Q2 | $11.8M | Buy |
43,282
+1,865
| +5% | +$507K | 0.12% | 183 |
|
|
2022
Q1 | $14M | Buy |
41,417
+978
| +2% | +$330K | 0.15% | 156 |
|
|
2021
Q4 | $15.8M | Sell |
40,439
-539
| -1% | -$211K | 0.16% | 144 |
|
|
2021
Q3 | $14.6M | Buy |
40,978
+202
| +0.5% | +$71.7K | 0.15% | 160 |
|
|
2021
Q2 | $14.8M | Buy |
40,776
+95
| +0.2% | +$34.4K | 0.17% | 137 |
|
|
2021
Q1 | $12.1M | Buy |
40,681
+1,026
| +3% | +$306K | 0.15% | 157 |
|
|
2020
Q4 | $11.3M | Buy |
39,655
+332
| +0.8% | +$94.8K | 0.13% | 184 |
|
|
2020
Q3 | $11.4M | Buy |
+39,323
| New | +$11.4M | 0.21% | 124 |
|