Summit Securities Group’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	–	–	663
2024 Q3	$0	Buy	+1	New	–	﹤0.01%	626
2022 Q2	–	Sell	-100	Closed	-$5K	–	849
2022 Q1	$5K	Buy	+100	New	+$5K	﹤0.01%	730