Kovitz Investment Group Partners’s MoneyLion Inc. ML Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,000
Closed -$865K 1401
2025
Q1
$865K Sell
10,000
-37,507
-79% -$3.24M ﹤0.01% 772
2024
Q4
$4.09M Buy
+47,507
New +$4.09M 0.02% 438