Kestra Investment Management’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$451K	Buy	7,325 +5,862	+401%	+$361K	0.01%	394
2025 Q1	$85.4K	Sell	1,463 -508	-26%	-$29.6K	﹤0.01%	433
2024 Q4	$146K	Buy	+1,971	New	+$146K	0.01%	397