Lindbrook Capital’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.9K | Hold |
273
| – | – | ﹤0.01% | 1454 |
|
|
2024
Q4 | $20.2K | Hold |
273
| – | – | ﹤0.01% | 1287 |
|
|
2024
Q3 | $18.7K | Hold |
273
| – | – | ﹤0.01% | 1337 |
|
|
2024
Q2 | $15.5K | Hold |
273
| – | – | ﹤0.01% | 1393 |
|
|
2024
Q1 | $15.5K | Hold |
273
| – | – | ﹤0.01% | 1345 |
|
|
2023
Q4 | $15.3K | Sell |
273
-7
| -3% | -$393 | ﹤0.01% | 1325 |
|
|
2023
Q3 | $12.6K | Sell |
280
-17
| -6% | -$767 | ﹤0.01% | 1293 |
|
|
2023
Q2 | $13.5K | Buy |
297
+6
| +2% | +$272 | ﹤0.01% | 1291 |
|
|
2023
Q1 | $11.2K | Sell |
291
-32
| -10% | -$1.23K | ﹤0.01% | 1377 |
|
|
2022
Q4 | $12.4K | Buy |
323
+93
| +40% | +$3.57K | ﹤0.01% | 1322 |
|
|
2022
Q3 | $8K | Buy |
230
+54
| +31% | +$1.88K | ﹤0.01% | 1437 |
|
|
2022
Q2 | $7K | Sell |
176
-41
| -19% | -$1.63K | ﹤0.01% | 1414 |
|
|
2022
Q1 | $10K | Buy |
217
+41
| +23% | +$1.89K | ﹤0.01% | 1282 |
|
|
2021
Q4 | $11K | Hold |
176
| – | – | ﹤0.01% | 1231 |
|
|
2021
Q3 | $11K | Hold |
176
| – | – | ﹤0.01% | 964 |
|
|
2021
Q2 | $10K | Hold |
176
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q1 | $10K | Hold |
176
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q4 | $8K | Hold |
176
| – | – | ﹤0.01% | 997 |
|
|
2020
Q3 | $6K | Hold |
176
| – | – | ﹤0.01% | 1036 |
|
|
2020
Q2 | $5K | Hold |
176
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q1 | $5K | Buy |
+176
| New | +$5K | ﹤0.01% | 994 |
|