ML
Stifel Financial’s MoneyLion Inc. ML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$4.18M | ﹤0.01% | 1729 |
|
|
2024
Q3 | $3.05M | Sell |
73,415
-3,051
| -4% | -$127K | ﹤0.01% | 1511 |
|
|
2024
Q2 | $5.62M | Sell |
76,466
-777
| -1% | -$57.1K | 0.01% | 1070 |
|
|
2024
Q1 | $5.51M | Buy |
77,243
+10,996
| +17% | +$784K | 0.01% | 1088 |
|
|
2023
Q4 | $4.15M | Buy |
66,247
+40,112
| +153% | +$2.51M | 0.01% | 1205 |
|
|
2023
Q3 | $566K | Buy |
26,135
+10,663
| +69% | +$231K | ﹤0.01% | 2429 |
|
|
2023
Q2 | $186K | Sell |
15,472
-452,985
| -97% | -$5.44M | ﹤0.01% | 3071 |
|
|
2023
Q1 | $266K | Sell |
468,457
-502,893
| -52% | -$286K | ﹤0.01% | 2888 |
|
|
2022
Q4 | $602K | Sell |
971,350
-266,027
| -21% | -$165K | ﹤0.01% | 2368 |
|
|
2022
Q3 | $1.1M | Buy |
1,237,377
+98,617
| +9% | +$88K | ﹤0.01% | 1905 |
|
|
2022
Q2 | $1.5M | Sell |
1,138,760
-616,471
| -35% | -$814K | ﹤0.01% | 1695 |
|
|
2022
Q1 | $4.41M | Buy |
1,755,231
+1,089,608
| +164% | +$2.74M | 0.01% | 1125 |
|
|
2021
Q4 | $2.68M | Buy |
665,623
+543,360
| +444% | +$2.19M | ﹤0.01% | 1419 |
|
|
2021
Q3 | $828K | Buy |
122,263
+108,015
| +758% | +$732K | ﹤0.01% | 2241 |
|
|
2021
Q2 | $142K | Buy |
+14,248
| New | +$142K | ﹤0.01% | 3199 |
|