MML Investors Services’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,768
| Closed | -$207K | – | 2761 |
|
|
2024
Q4 | $207K | Sell |
2,768
-2,102
| -43% | -$157K | ﹤0.01% | 2497 |
|
|
2024
Q3 | $454K | Buy |
4,870
+299
| +7% | +$27.9K | ﹤0.01% | 1924 |
|
|
2024
Q2 | $392K | Sell |
4,571
-2,199
| -32% | -$189K | ﹤0.01% | 1931 |
|
|
2024
Q1 | $568K | Sell |
6,770
-2,737
| -29% | -$230K | ﹤0.01% | 1730 |
|
|
2023
Q4 | $797K | Buy |
9,507
+4,459
| +88% | +$374K | ﹤0.01% | 1490 |
|
|
2023
Q3 | $377K | Buy |
5,048
+1,130
| +29% | +$84.4K | ﹤0.01% | 1793 |
|
|
2023
Q2 | $331K | Buy |
3,918
+642
| +20% | +$54.2K | ﹤0.01% | 1882 |
|
|
2023
Q1 | $258K | Sell |
3,276
-1,024
| -24% | -$80.6K | ﹤0.01% | 1771 |
|
|
2022
Q4 | $315K | Buy |
4,300
+274
| +7% | +$20.1K | ﹤0.01% | 1742 |
|
|
2022
Q3 | $233K | Sell |
4,026
-142
| -3% | -$8.22K | ﹤0.01% | 1833 |
|
|
2022
Q2 | $261K | Sell |
4,168
-864
| -17% | -$54.1K | ﹤0.01% | 1753 |
|
|
2022
Q1 | $377K | Sell |
5,032
-33
| -0.7% | -$2.47K | ﹤0.01% | 1600 |
|
|
2021
Q4 | $404K | Buy |
5,065
+670
| +15% | +$53.4K | ﹤0.01% | 1529 |
|
|
2021
Q3 | $366K | Buy |
4,395
+768
| +21% | +$64K | ﹤0.01% | 1538 |
|
|
2021
Q2 | $319K | Buy |
3,627
+850
| +31% | +$74.8K | ﹤0.01% | 1578 |
|
|
2021
Q1 | $247K | Buy |
+2,777
| New | +$247K | ﹤0.01% | 1616 |
|