LPL Financial’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 | $3.66M | Sell |
58,705
-3,183
| -5% | -$198K | ﹤0.01% | 2550 |
|
|
2025
Q1 | $3.61M | Buy |
61,888
+4,114
| +7% | +$240K | ﹤0.01% | 2407 |
|
|
2024
Q4 | $4.27M | Buy |
57,774
+7,213
| +14% | +$533K | ﹤0.01% | 2200 |
|
|
2024
Q3 | $3.46M | Buy |
50,561
+1,665
| +3% | +$114K | ﹤0.01% | 2251 |
|
|
2024
Q2 | $2.78M | Buy |
48,896
+4,934
| +11% | +$281K | ﹤0.01% | 2312 |
|
|
2024
Q1 | $2.5M | Sell |
43,962
-1,594
| -3% | -$90.5K | ﹤0.01% | 2333 |
|
|
2023
Q4 | $2.56M | Sell |
45,556
-8,277
| -15% | -$465K | ﹤0.01% | 2188 |
|
|
2023
Q3 | $2.43M | Buy |
53,833
+836
| +2% | +$37.7K | ﹤0.01% | 2137 |
|
|
2023
Q2 | $2.4M | Buy |
52,997
+4,330
| +9% | +$196K | ﹤0.01% | 2082 |
|
|
2023
Q1 | $1.87M | Buy |
48,667
+6,755
| +16% | +$260K | ﹤0.01% | 2194 |
|
|
2022
Q4 | $1.61M | Buy |
41,912
+2,382
| +6% | +$91.4K | ﹤0.01% | 2250 |
|
|
2022
Q3 | $1.34M | Buy |
39,530
+1,376
| +4% | +$46.5K | ﹤0.01% | 2313 |
|
|
2022
Q2 | $1.5M | Sell |
38,154
-12,456
| -25% | -$490K | ﹤0.01% | 2249 |
|
|
2022
Q1 | $2.38M | Buy |
50,610
+17,285
| +52% | +$811K | ﹤0.01% | 1915 |
|
|
2021
Q4 | $2.08M | Buy |
33,325
+1,499
| +5% | +$93.7K | ﹤0.01% | 2057 |
|
|
2021
Q3 | $1.97M | Buy |
31,826
+545
| +2% | +$33.7K | ﹤0.01% | 2053 |
|
|
2021
Q2 | $1.78M | Buy |
31,281
+548
| +2% | +$31.2K | ﹤0.01% | 2068 |
|
|
2021
Q1 | $1.69M | Sell |
30,733
-9,164
| -23% | -$503K | ﹤0.01% | 1960 |
|
|
2020
Q4 | $1.87M | Buy |
39,897
+1,317
| +3% | +$61.6K | ﹤0.01% | 1711 |
|
|
2020
Q3 | $1.36M | Buy |
38,580
+5,342
| +16% | +$188K | ﹤0.01% | 1693 |
|
|
2020
Q2 | $1.04M | Buy |
33,238
+5,539
| +20% | +$173K | ﹤0.01% | 1785 |
|
|
2020
Q1 | $778K | Sell |
27,699
-4,150
| -13% | -$117K | ﹤0.01% | 1785 |
|
|
2019
Q4 | $1.02M | Sell |
31,849
-42
| -0.1% | -$1.34K | ﹤0.01% | 1827 |
|
|
2019
Q3 | $1.05M | Buy |
31,891
+20,081
| +170% | +$660K | ﹤0.01% | 1698 |
|
|
2019
Q2 | $413K | Buy |
11,810
+2,516
| +27% | +$88K | ﹤0.01% | 2423 |
|
|
2019
Q1 | $387K | Buy |
+9,294
| New | +$387K | ﹤0.01% | 2417 |
|