Raymond James Financial’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
$25.1M Sell
402,214
-23,518
-6% -$1.47M 0.01% 1195
2025
Q1
$24.8M Buy
425,732
+48,704
+13% +$2.84M 0.01% 1144
2024
Q4
$27.9M Buy
+377,028
New +$27.9M 0.01% 1084