MML Investors Services’s FiscalNote NOTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-982
Closed -$10K 2856
2025
Q1
$10K Hold
982
﹤0.01% 2683
2024
Q4
$13K Hold
982
﹤0.01% 2655
2024
Q3
$15K Hold
982
﹤0.01% 2561
2024
Q2
$17K Hold
982
﹤0.01% 2463
2024
Q1
$16K Hold
982
﹤0.01% 2460
2023
Q4
$13K Hold
982
﹤0.01% 2434
2023
Q3
$25K Buy
+982
New +$25K ﹤0.01% 2283