SC
ML

Stephens Consulting’s MoneyLion Inc. ML Stock Holding History

Stephens Consulting’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
-5
Closed -$433 – 2075
2025
Q1 		$433 Buy
+5
New +$434 ﹤0.01% 969

Other funds holding ML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stephens Consulting's ML Position: Q2 2025 in Review

Stephens Consulting sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 5 shares — an estimated $433 sold.

Stephens Consulting first reported a position in ML in Q1 2025 and held it in 1 quarter. The position peaked at $433 in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Stephens Consulting reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 5 MoneyLion Inc. shares in Q2 2025, an estimated $433.
  • Stephens Consulting first reported a position in MoneyLion Inc. in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's MoneyLion Inc. position peaked at $433 in Q1 2025.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.