Stifel Financial’s MoneyLion Inc. ML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,061
| Closed | -$870K | – | 3610 |
|
|
2025
Q1 | $870K | Sell |
10,061
-14,758
| -59% | -$1.28M | ﹤0.01% | 2326 |
|
|
2024
Q4 | $2.13M | Sell |
24,819
-48,596
| -66% | -$3.28M | ﹤0.01% | 1729 |
|
|
2024
Q3 | $3.05M | Sell |
73,415
-3,051
| -4% | -$165K | ﹤0.01% | 1511 |
|
|
2024
Q2 | $5.62M | Sell |
76,466
-777
| -1% | -$61K | 0.01% | 1070 |
|
|
2024
Q1 | $5.51M | Buy |
77,243
+10,996
| +17% | +$617K | 0.01% | 1088 |
|
|
2023
Q4 | $4.15M | Buy |
66,247
+40,112
| +153% | +$1.35M | 0.01% | 1205 |
|
|
2023
Q3 | $566K | Buy |
26,135
+10,663
| +69% | +$176K | ﹤0.01% | 2429 |
|
|
2023
Q2 | $186K | Sell |
15,472
-143
| -0.9% | -$1.74K | ﹤0.01% | 3071 |
|
|
2023
Q1 | $266K | Sell |
15,615
-16,763
| -52% | -$349K | ﹤0.01% | 2888 |
|
|
2022
Q4 | $602K | Sell |
32,378
-8,868
| -22% | -$218K | ﹤0.01% | 2368 |
|
|
2022
Q3 | $1.1M | Buy |
41,246
+3,287
| +9% | +$151K | ﹤0.01% | 1905 |
|
|
2022
Q2 | $1.5M | Sell |
37,959
-20,549
| -35% | -$1.09M | ﹤0.01% | 1695 |
|
|
2022
Q1 | $4.41M | Buy |
58,508
+36,321
| +164% | +$2.83M | 0.01% | 1125 |
|
|
2021
Q4 | $2.68M | Buy |
22,187
+18,112
| +444% | +$2.78M | ﹤0.01% | 1419 |
|
|
2021
Q3 | $828K | Buy |
4,075
+3,600
| +758% | +$1.06M | ﹤0.01% | 2241 |
|
|
2021
Q2 | $142K | Buy |
+475
| New | +$142K | ﹤0.01% | 3199 |
|