Key Financial Inc’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 | $1.29M | Hold |
2,570
| – | – | 0.26% | 71 |
|
|
2025
Q1 | $1.2M | Hold |
2,570
| – | – | 0.26% | 67 |
|
|
2024
Q4 | $1.22M | Buy |
2,570
+4
| +0.2% | +$1.89K | 0.28% | 67 |
|
|
2024
Q3 | $1.22M | Sell |
2,566
-166
| -6% | -$78.8K | 0.27% | 66 |
|
|
2024
Q2 | $1.15M | Sell |
2,732
-80
| -3% | -$33.7K | 0.28% | 65 |
|
|
2024
Q1 | $1.11M | Sell |
2,812
-172
| -6% | -$67.6K | 0.28% | 67 |
|
|
2023
Q4 | $1.17M | Hold |
2,984
| – | – | 0.32% | 62 |
|
|
2023
Q3 | $943K | Hold |
2,984
| – | – | 0.32% | 64 |
|
|
2023
Q2 | $1.04M | Buy |
2,984
+14
| +0.5% | +$4.87K | 0.34% | 59 |
|
|
2023
Q1 | $909K | Buy |
2,970
+1,000
| +51% | +$306K | 0.33% | 60 |
|
|
2022
Q4 | $479K | Hold |
1,970
| – | – | 0.23% | 85 |
|
|
2022
Q3 | $479K | Hold |
1,970
| – | – | 0.23% | 85 |
|
|
2022
Q2 | $542K | Hold |
1,970
| – | – | 0.29% | 65 |
|
|
2022
Q1 | $665K | Hold |
1,970
| – | – | 0.33% | 54 |
|
|
2021
Q4 | $769K | Hold |
1,970
| – | – | 0.39% | 50 |
|
|
2021
Q3 | $700K | Hold |
1,970
| – | – | 0.4% | 49 |
|
|
2021
Q2 | $741K | Buy |
1,970
+40
| +2% | +$15K | 0.41% | 47 |
|
|
2021
Q1 | $576K | Hold |
1,930
| – | – | 0.38% | 54 |
|
|
2020
Q4 | $560K | Hold |
1,930
| – | – | 0.42% | 51 |
|
|
2020
Q3 | $559K | Hold |
1,930
| – | – | 0.57% | 43 |
|
|
2020
Q2 | $519K | Hold |
1,930
| – | – | 0.6% | 44 |
|
|
2020
Q1 | $429K | Buy |
+1,930
| New | +$429K | 0.44% | 46 |
|