Kestra Advisory Services’s MoneyLion Inc. ML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,050
| Closed | -$350K | – | 3009 |
|
|
2025
Q1 | $350K | Sell |
4,050
-225
| -5% | -$19.5K | ﹤0.01% | 2058 |
|
|
2024
Q4 | $368K | Buy |
+4,275
| New | +$368K | ﹤0.01% | 2081 |
|
|
2023
Q2 | – | Sell |
-382
| Closed | -$6.5K | – | 2220 |
|
|
2023
Q1 | $6.5K | Hold |
382
| – | – | ﹤0.01% | 2038 |
|
|
2022
Q4 | $7.1K | Hold |
382
| – | – | ﹤0.01% | 2238 |
|
|
2022
Q3 | $10K | Buy |
+382
| New | +$10K | ﹤0.01% | 2082 |
|
|
2022
Q1 | – | Sell |
-1,120
| Closed | -$135K | – | 2151 |
|
|
2021
Q4 | $135K | Buy |
1,120
+666
| +147% | +$80.3K | ﹤0.01% | 1923 |
|
|
2021
Q3 | $92K | Buy |
+454
| New | +$92K | ﹤0.01% | 2063 |
|