Stifel Financial’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Buy |
27,765
+4,882
| +21% | +$135K | ﹤0.01% | 2512 |
|
|
2025
Q1 | $649K | Buy |
22,883
+1,224
| +6% | +$34.7K | ﹤0.01% | 2512 |
|
|
2024
Q4 | $901K | Sell |
21,659
-20,258
| -48% | -$842K | ﹤0.01% | 2313 |
|
|
2024
Q3 | $2.8M | Sell |
41,917
-20,062
| -32% | -$1.34M | ﹤0.01% | 1564 |
|
|
2024
Q2 | $7.36M | Sell |
61,979
-19,261
| -24% | -$2.29M | 0.01% | 939 |
|
|
2024
Q1 | $8.66M | Buy |
81,240
+13,667
| +20% | +$1.46M | 0.01% | 871 |
|
|
2023
Q4 | $6.72M | Sell |
67,573
-8,298
| -11% | -$825K | 0.01% | 953 |
|
|
2023
Q3 | $7.84M | Buy |
75,871
+12,099
| +19% | +$1.25M | 0.01% | 818 |
|
|
2023
Q2 | $7.75M | Sell |
63,772
-3,380
| -5% | -$411K | 0.01% | 823 |
|
|
2023
Q1 | $10.3M | Sell |
67,152
-2,167
| -3% | -$333K | 0.01% | 677 |
|
|
2022
Q4 | $12.5M | Buy |
69,319
+8,756
| +14% | +$1.57M | 0.02% | 592 |
|
|
2022
Q3 | $7.16M | Sell |
60,563
-5,472
| -8% | -$647K | 0.01% | 773 |
|
|
2022
Q2 | $9.43M | Sell |
66,035
-3,069
| -4% | -$438K | 0.01% | 675 |
|
|
2022
Q1 | $11.9M | Buy |
69,104
+14,475
| +26% | +$2.49M | 0.02% | 649 |
|
|
2021
Q4 | $13.9M | Sell |
54,629
-12,238
| -18% | -$3.11M | 0.02% | 612 |
|
|
2021
Q3 | $25.7M | Sell |
66,867
-4,290
| -6% | -$1.65M | 0.04% | 403 |
|
|
2021
Q2 | $16.7M | Buy |
71,157
+10,469
| +17% | +$2.46M | 0.03% | 521 |
|
|
2021
Q1 | $7.95M | Buy |
60,688
+7,019
| +13% | +$919K | 0.01% | 752 |
|
|
2020
Q4 | $5.61M | Sell |
53,669
-5,278
| -9% | -$552K | 0.01% | 831 |
|
|
2020
Q3 | $4.17M | Buy |
58,947
+38,400
| +187% | +$2.72M | 0.01% | 857 |
|
|
2020
Q2 | $1.32M | Buy |
20,547
+8,853
| +76% | +$568K | ﹤0.01% | 1382 |
|
|
2020
Q1 | $350K | Buy |
+11,694
| New | +$350K | ﹤0.01% | 2090 |
|