LPL Financial’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 | $70.8M | Buy |
141,192
+13,264
| +10% | +$6.65M | 0.02% | 613 |
|
|
2025
Q1 | $59.6M | Buy |
127,928
+14,655
| +13% | +$6.82M | 0.02% | 618 |
|
|
2024
Q4 | $53.6M | Buy |
113,273
+4,527
| +4% | +$2.14M | 0.02% | 622 |
|
|
2024
Q3 | $51.6M | Buy |
108,746
+9,196
| +9% | +$4.36M | 0.02% | 599 |
|
|
2024
Q2 | $41.9M | Buy |
99,550
+11,362
| +13% | +$4.78M | 0.02% | 627 |
|
|
2024
Q1 | $34.7M | Buy |
88,188
+14,206
| +19% | +$5.58M | 0.02% | 688 |
|
|
2023
Q4 | $28.9M | Sell |
73,982
-21,295
| -22% | -$8.32M | 0.02% | 710 |
|
|
2023
Q3 | $30.1M | Sell |
95,277
-5,326
| -5% | -$1.68M | 0.02% | 627 |
|
|
2023
Q2 | $35M | Buy |
100,603
+6,710
| +7% | +$2.33M | 0.03% | 562 |
|
|
2023
Q1 | $28.7M | Buy |
93,893
+9,562
| +11% | +$2.93M | 0.02% | 606 |
|
|
2022
Q4 | $23.5M | Buy |
84,331
+5,434
| +7% | +$1.51M | 0.02% | 643 |
|
|
2022
Q3 | $19.2M | Buy |
78,897
+7,372
| +10% | +$1.79M | 0.02% | 668 |
|
|
2022
Q2 | $19.5M | Buy |
71,525
+6,059
| +9% | +$1.65M | 0.02% | 658 |
|
|
2022
Q1 | $22.1M | Sell |
65,466
-411
| -0.6% | -$139K | 0.02% | 632 |
|
|
2021
Q4 | $25.7M | Buy |
65,877
+4,704
| +8% | +$1.84M | 0.02% | 581 |
|
|
2021
Q3 | $21.7M | Buy |
61,173
+3,565
| +6% | +$1.27M | 0.02% | 592 |
|
|
2021
Q2 | $20.9M | Buy |
57,608
+4,673
| +9% | +$1.69M | 0.02% | 580 |
|
|
2021
Q1 | $15.8M | Buy |
52,935
+8,288
| +19% | +$2.47M | 0.02% | 624 |
|
|
2020
Q4 | $13M | Buy |
44,647
+2,372
| +6% | +$688K | 0.02% | 627 |
|
|
2020
Q3 | $12.3M | Buy |
42,275
+3,212
| +8% | +$931K | 0.02% | 561 |
|
|
2020
Q2 | $10.7M | Sell |
39,063
-2,981
| -7% | -$819K | 0.02% | 569 |
|
|
2020
Q1 | $8.89M | Buy |
42,044
+4,125
| +11% | +$872K | 0.02% | 539 |
|
|
2019
Q4 | $9M | Buy |
37,919
+7,074
| +23% | +$1.68M | 0.02% | 610 |
|
|
2019
Q3 | $6.32M | Buy |
30,845
+9,890
| +47% | +$2.03M | 0.01% | 699 |
|
|
2019
Q2 | $4.09M | Buy |
20,955
+681
| +3% | +$133K | 0.01% | 862 |
|
|
2019
Q1 | $3.67M | Buy |
20,274
+3,905
| +24% | +$707K | 0.01% | 892 |
|
|
2018
Q4 | $2.29M | Buy |
16,369
+6,237
| +62% | +$873K | 0.01% | 1004 |
|
|
2018
Q3 | $1.69M | Buy |
10,132
+2,844
| +39% | +$475K | ﹤0.01% | 1281 |
|
|
2018
Q2 | $1.24M | Buy |
7,288
+1,135
| +18% | +$194K | ﹤0.01% | 1471 |
|
|
2018
Q1 | $992K | Buy |
6,153
+3,182
| +107% | +$513K | ﹤0.01% | 1596 |
|
|
2017
Q4 | $439K | Buy |
2,971
+165
| +6% | +$24.4K | ﹤0.01% | 2154 |
|
|
2017
Q3 | $391K | Sell |
2,806
-396
| -12% | -$55.2K | ﹤0.01% | 2128 |
|
|
2017
Q2 | $390K | Buy |
+3,202
| New | +$390K | ﹤0.01% | 2069 |
|
|
2016
Q2 | – | Sell |
-7,030
| Closed | -$659K | – | 2837 |
|
|
2016
Q1 | $659K | Buy |
7,030
+5
| +0.1% | +$469 | ﹤0.01% | 1973 |
|
|
2015
Q4 | $692K | Buy |
7,025
+3,310
| +89% | +$326K | ﹤0.01% | 1969 |
|
|
2015
Q3 | $375K | Sell |
3,715
-262
| -7% | -$26.4K | ﹤0.01% | 2038 |
|
|
2015
Q2 | $431K | Sell |
3,977
-282
| -7% | -$30.6K | ﹤0.01% | 2018 |
|
|
2015
Q1 | $445K | Buy |
4,259
+92
| +2% | +$9.61K | ﹤0.01% | 1938 |
|
|
2014
Q4 | $399K | Buy |
4,167
+1,586
| +61% | +$152K | ﹤0.01% | 1939 |
|
|
2014
Q3 | $239K | Buy |
2,581
+141
| +6% | +$13.1K | ﹤0.01% | 2327 |
|
|
2014
Q2 | $214K | Sell |
2,440
-3,149
| -56% | -$276K | ﹤0.01% | 2440 |
|
|
2014
Q1 | $443K | Buy |
5,589
+2,107
| +61% | +$167K | ﹤0.01% | 1828 |
|
|
2013
Q4 | $273K | Buy |
+3,482
| New | +$273K | ﹤0.01% | 2191 |
|
|
2013
Q3 | – | Sell |
-9,516
| Closed | -$578K | – | 2567 |
|
|
2013
Q2 | $578K | Buy |
+9,516
| New | +$578K | ﹤0.01% | 1464 |
|