Principal Securities’s Moelis & Co MC Stock Holding History

Principal Securities’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.17K	Buy
2025 Q1	$5.62K	Hold
2024 Q4	$5.62K	Hold
2024 Q3	$5.21K	Hold
2024 Q2	$4.32K	Hold
2024 Q1	$4.32K	Sell
2023 Q4	$10.1K	Buy