Parkside Financial Bank & Trust’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 | $184K | Buy |
2,946
+2,892
| +5,356% | +$180K | 0.02% | 445 |
|
|
2025
Q1 | $3.15K | Buy |
54
+40
| +286% | +$2.34K | ﹤0.01% | 1765 |
|
|
2024
Q4 | $1.04K | Hold |
14
| – | – | ﹤0.01% | 1733 |
|
|
2024
Q3 | $960 | Sell |
14
-105
| -88% | -$7.2K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $6.77K | Buy |
119
+4
| +3% | +$227 | ﹤0.01% | 1289 |
|
|
2024
Q1 | $6.53K | Buy |
115
+105
| +1,050% | +$5.96K | ﹤0.01% | 1278 |
|
|
2023
Q4 | $562 | Sell |
10
-27
| -73% | -$1.52K | ﹤0.01% | 1729 |
|
|
2023
Q3 | $1.67K | Sell |
37
-6
| -14% | -$271 | ﹤0.01% | 1716 |
|
|
2023
Q2 | $1.95K | Buy |
+43
| New | +$1.95K | ﹤0.01% | 1693 |
|