RFG Advisory’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
986
+32
| +3% | +$16.1K | 0.01% | 626 |
|
|
2025
Q1 | $444K | Buy |
954
+41
| +4% | +$19.1K | 0.01% | 600 |
|
|
2024
Q4 | $432K | Sell |
913
-106
| -10% | -$50.2K | 0.01% | 557 |
|
|
2024
Q3 | $484K | Sell |
1,019
-14
| -1% | -$6.65K | 0.01% | 522 |
|
|
2024
Q2 | $435K | Sell |
1,033
-100
| -9% | -$42.1K | 0.01% | 527 |
|
|
2024
Q1 | $445K | Buy |
1,133
+54
| +5% | +$21.2K | 0.02% | 523 |
|
|
2023
Q4 | $421K | Buy |
1,079
+42
| +4% | +$16.4K | 0.02% | 475 |
|
|
2023
Q3 | $328K | Sell |
1,037
-2
| -0.2% | -$632 | 0.01% | 489 |
|
|
2023
Q2 | $361K | Sell |
1,039
-1
| -0.1% | -$348 | 0.02% | 488 |
|
|
2023
Q1 | $318K | Buy |
1,040
+101
| +11% | +$30.9K | 0.02% | 497 |
|
|
2022
Q4 | $304K | Sell |
939
-17
| -2% | -$5.51K | 0.02% | 511 |
|
|
2022
Q3 | $255K | Sell |
956
-39
| -4% | -$10.4K | 0.01% | 526 |
|
|
2022
Q2 | $310K | Buy |
995
+39
| +4% | +$12.2K | 0.02% | 455 |
|
|
2022
Q1 | $322K | Buy |
956
+72
| +8% | +$24.3K | 0.02% | 402 |
|
|
2021
Q4 | $345K | Buy |
884
+27
| +3% | +$10.5K | 0.02% | 368 |
|
|
2021
Q3 | $304K | Buy |
857
+40
| +5% | +$14.2K | 0.03% | 348 |
|
|
2021
Q2 | $296K | Sell |
817
-157
| -16% | -$56.9K | 0.03% | 354 |
|
|
2021
Q1 | $291K | Buy |
+974
| New | +$291K | 0.03% | 344 |
|