Kestra Advisory Services’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
31,233
+2,926
| +10% | +$107K | 0.01% | 1390 |
|
|
2025
Q1 | $765K | Buy |
+28,307
| New | +$765K | ﹤0.01% | 1556 |
|
|
2024
Q2 | – | Sell |
-6,672
| Closed | -$217K | – | 2650 |
|
|
2024
Q1 | $217K | Sell |
6,672
-3,316
| -33% | -$108K | ﹤0.01% | 2224 |
|
|
2023
Q4 | $357K | Sell |
9,988
-4,847
| -33% | -$173K | ﹤0.01% | 1731 |
|
|
2023
Q3 | $528K | Buy |
14,835
+4,994
| +51% | +$178K | 0.01% | 1343 |
|
|
2023
Q2 | $344K | Buy |
9,841
+260
| +3% | +$9.1K | ﹤0.01% | 1521 |
|
|
2023
Q1 | $440K | Sell |
9,581
-7,015
| -42% | -$322K | ﹤0.01% | 1344 |
|
|
2022
Q4 | $728K | Buy |
16,596
+4,057
| +32% | +$178K | 0.01% | 1200 |
|
|
2022
Q3 | $606K | Buy |
12,539
+129
| +1% | +$6.23K | 0.01% | 1211 |
|
|
2022
Q2 | $586K | Sell |
12,410
-3,155
| -20% | -$149K | 0.01% | 1238 |
|
|
2022
Q1 | $1.04M | Buy |
15,565
+5,003
| +47% | +$333K | 0.01% | 938 |
|
|
2021
Q4 | $415K | Buy |
+10,562
| New | +$415K | ﹤0.01% | 1414 |
|