Key Financial Inc’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
$3.68K Hold
59
﹤0.01% 1092
2025
Q1
$3.44K Hold
59
﹤0.01% 1075
2024
Q4
$4.36K Buy
+59
New +$4.36K ﹤0.01% 1031