Steward Partners Investment Advisory’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
14,225
-2,035
| -13% | -$74.2K | ﹤0.01% | 1281 |
|
|
2025
Q1 | $439K | Sell |
16,260
-1,597
| -9% | -$43.1K | ﹤0.01% | 1273 |
|
|
2024
Q4 | $439K | Sell |
17,857
-2,639
| -13% | -$64.9K | ﹤0.01% | 1225 |
|
|
2024
Q3 | $549K | Sell |
20,496
-3,103
| -13% | -$83.1K | 0.01% | 1073 |
|
|
2024
Q2 | $682K | Sell |
23,599
-2,040
| -8% | -$59K | 0.01% | 936 |
|
|
2024
Q1 | $832K | Sell |
25,639
-1,916
| -7% | -$62.2K | 0.01% | 862 |
|
|
2023
Q4 | $985K | Sell |
27,555
-4,076
| -13% | -$146K | 0.01% | 731 |
|
|
2023
Q3 | $1.13M | Sell |
31,631
-31,221
| -50% | -$1.11M | 0.02% | 637 |
|
|
2023
Q2 | $2.2M | Sell |
62,852
-1,379
| -2% | -$48.3K | 0.03% | 453 |
|
|
2023
Q1 | $2.95M | Sell |
64,231
-2,628
| -4% | -$121K | 0.05% | 367 |
|
|
2022
Q4 | $2.93M | Sell |
66,859
-32,630
| -33% | -$1.43M | 0.05% | 357 |
|
|
2022
Q3 | $4.81M | Sell |
99,489
-362
| -0.4% | -$17.5K | 0.09% | 241 |
|
|
2022
Q2 | $4.72M | Buy |
99,851
+17,362
| +21% | +$820K | 0.09% | 250 |
|
|
2022
Q1 | $5.49M | Buy |
82,489
+23,650
| +40% | +$1.57M | 0.08% | 242 |
|
|
2021
Q4 | $2.31M | Buy |
58,839
+2,453
| +4% | +$96.4K | 0.04% | 456 |
|
|
2021
Q3 | $2.01M | Buy |
56,386
+4,873
| +9% | +$174K | 0.03% | 459 |
|
|
2021
Q2 | $1.64M | Buy |
51,513
+35,578
| +223% | +$1.14M | 0.03% | 508 |
|
|
2021
Q1 | $504K | Sell |
15,935
-650
| -4% | -$20.5K | 0.01% | 887 |
|
|
2020
Q4 | $382K | Sell |
16,585
-60
| -0.4% | -$1.38K | 0.01% | 833 |
|
|
2020
Q3 | $304K | Sell |
16,645
-120
| -0.7% | -$2.19K | 0.01% | 811 |
|
|
2020
Q2 | $210K | Sell |
16,765
-325
| -2% | -$4.07K | 0.01% | 866 |
|
|
2020
Q1 | $184K | Sell |
17,090
-500
| -3% | -$5.38K | 0.01% | 817 |
|
|
2019
Q4 | $380K | Sell |
17,590
-407
| -2% | -$8.79K | 0.01% | 696 |
|
|
2019
Q3 | $368K | Sell |
17,997
-835
| -4% | -$17.1K | 0.01% | 670 |
|
|
2019
Q2 | $471K | Sell |
18,832
-368
| -2% | -$9.2K | 0.02% | 579 |
|
|
2019
Q1 | $524K | Sell |
19,200
-200
| -1% | -$5.46K | 0.02% | 503 |
|
|
2018
Q4 | $566K | Sell |
19,400
-400
| -2% | -$11.7K | 0.03% | 459 |
|
|
2018
Q3 | $643K | Buy |
19,800
+610
| +3% | +$19.8K | 0.03% | 449 |
|
|
2018
Q2 | $538K | Sell |
19,190
-240
| -1% | -$6.73K | 0.03% | 454 |
|
|
2018
Q1 | $471K | Sell |
19,430
-1,675
| -8% | -$40.6K | 0.03% | 438 |
|
|
2017
Q4 | $541K | Sell |
21,105
-9,635
| -31% | -$247K | 0.04% | 344 |
|
|
2017
Q3 | $663K | Buy |
30,740
+1,970
| +7% | +$42.5K | 0.07% | 250 |
|
|
2017
Q2 | $656K | Buy |
28,770
+6,070
| +27% | +$138K | 0.07% | 235 |
|
|
2017
Q1 | $662K | Buy |
22,700
+12,080
| +114% | +$352K | 0.1% | 171 |
|
|
2016
Q4 | $311K | Buy |
+10,620
| New | +$311K | 0.14% | 136 |
|