Stifel Financial’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.62M | Buy |
168,778
+35,312
| +26% | +$2.3M | 0.01% | 985 |
|
|
2025
Q4 | $9.17M | Sell |
133,466
-4,758
| -3% | -$318K | 0.01% | 999 |
|
|
2025
Q3 | $9.86M | Sell |
138,224
-1,752
| -1% | -$125K | 0.01% | 956 |
|
|
2025
Q2 | $8.72M | Sell |
139,976
-944
| -0.7% | -$53K | 0.01% | 956 |
|
|
2025
Q1 | $8.22M | Sell |
140,920
-52,502
| -27% | -$3.7M | 0.01% | 932 |
|
|
2024
Q4 | $14.3M | Sell |
193,422
-48,350
| -20% | -$3.5M | 0.01% | 705 |
|
|
2024
Q3 | $16.6M | Buy |
241,772
+4,762
| +2% | +$307K | 0.02% | 661 |
|
|
2024
Q2 | $13.5M | Buy |
237,010
+49
| +0% | +$2.65K | 0.02% | 703 |
|
|
2024
Q1 | $13.5M | Buy |
236,961
+5,731
| +2% | +$313K | 0.02% | 691 |
|
|
2023
Q4 | $13M | Buy |
231,230
+20,193
| +10% | +$949K | 0.02% | 677 |
|
|
2023
Q3 | $9.52M | Buy |
211,037
+2,949
| +1% | +$139K | 0.01% | 744 |
|
|
2023
Q2 | $9.43M | Sell |
208,088
-1,213
| -0.6% | -$48.4K | 0.01% | 738 |
|
|
2023
Q1 | $8.05M | Buy |
209,301
+51,450
| +33% | +$2.21M | 0.01% | 776 |
|
|
2022
Q4 | $6.06M | Sell |
157,851
-16,410
| -9% | -$666K | 0.01% | 881 |
|
|
2022
Q3 | $5.89M | Buy |
174,261
+38,489
| +28% | +$1.61M | 0.01% | 868 |
|
|
2022
Q2 | $5.34M | Buy |
135,772
+12,963
| +11% | +$566K | 0.01% | 943 |
|
|
2022
Q1 | $5.76M | Buy |
122,809
+2,703
| +2% | +$141K | 0.01% | 987 |
|
|
2021
Q4 | $7.51M | Sell |
120,106
-6,126
| -5% | -$410K | 0.01% | 869 |
|
|
2021
Q3 | $7.81M | Buy |
126,232
+13,106
| +12% | +$785K | 0.01% | 816 |
|
|
2021
Q2 | $6.44M | Sell |
113,126
-125
| -0.1% | -$6.79K | 0.01% | 889 |
|
|
2021
Q1 | $6.21M | Sell |
113,251
-13,094
| -10% | -$702K | 0.01% | 854 |
|
|
2020
Q4 | $5.91M | Buy |
126,345
+495
| +0.4% | +$19.9K | 0.01% | 810 |
|
|
2020
Q3 | $4.42M | Buy |
125,850
+3,127
| +3% | +$98.9K | 0.01% | 830 |
|
|
2020
Q2 | $3.82M | Buy |
122,723
+38,565
| +46% | +$1.21M | 0.01% | 836 |
|
|
2020
Q1 | $2.37M | Buy |
84,158
+14,661
| +21% | +$481K | 0.01% | 967 |
|
|
2019
Q4 | $2.22M | Sell |
69,497
-17,966
| -21% | -$588K | ﹤0.01% | 1271 |
|
|
2019
Q3 | $2.87M | Buy |
87,463
+2,145
| +3% | +$72.8K | 0.01% | 1075 |
|
|
2019
Q2 | $2.98M | Buy |
85,318
+18,676
| +28% | +$675K | 0.01% | 1091 |
|
|
2019
Q1 | $2.76M | Buy |
66,642
+11,196
| +20% | +$478K | 0.01% | 1078 |
|
|
2018
Q4 | $1.91M | Buy |
55,446
+11,623
| +27% | +$494K | 0.01% | 1171 |
|
|
2018
Q3 | $2.4M | Sell |
43,823
-44,209
| -50% | -$2.59M | 0.01% | 1162 |
|
|
2018
Q2 | $5.17M | Buy |
88,032
+46,614
| +113% | +$2.68M | 0.02% | 803 |
|
|
2018
Q1 | $2.11M | Buy |
41,418
+26,301
| +174% | +$1.35M | 0.01% | 1129 |
|
|
2017
Q4 | $732K | Buy |
15,117
+239
| +2% | +$10.8K | ﹤0.01% | 1712 |
|
|
2017
Q3 | $641K | Sell |
14,878
-21,664
| -59% | -$867K | ﹤0.01% | 1740 |
|
|
2017
Q2 | $1.42M | Buy |
36,542
+478
| +1% | +$17.8K | 0.01% | 1264 |
|
|
2017
Q1 | $1.39M | Buy |
+36,064
| New | +$1.31M | 0.01% | 1263 |
|
Other funds holding MC
VPM
WA
VCM
LCOV
