SAM
ML

Shell Asset Management’s MoneyLion Inc. ML Stock Holding History

Shell Asset Management’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,150
Closed -$99K – 1311
2025
Q1 		$99K Sell
1,150
-4
-0.3% -$347 ﹤0.01% 1023
2024
Q4 		$99K Hold
1,154
– – ﹤0.01% 1051
2024
Q3 		$48K Buy
+1,154
New +$62.6K ﹤0.01% 1185
2024
Q1 		$90K Buy
+1,220
New +$68.4K ﹤0.01% 1049

Other funds holding ML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return