Truist Financial’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
10,018
+3,429
| +52% | +$214K | ﹤0.01% | 1826 |
|
|
2025
Q1 | $385K | Buy |
6,589
+213
| +3% | +$12.4K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $471K | Sell |
6,376
-401
| -6% | -$29.6K | ﹤0.01% | 1905 |
|
|
2024
Q3 | $464K | Buy |
6,777
+1,017
| +18% | +$69.7K | ﹤0.01% | 1903 |
|
|
2024
Q2 | $328K | Sell |
5,760
-200
| -3% | -$11.4K | ﹤0.01% | 2240 |
|
|
2024
Q1 | $338K | Buy |
5,960
+69
| +1% | +$3.92K | ﹤0.01% | 2218 |
|
|
2023
Q4 | $331K | Buy |
5,891
+34
| +0.6% | +$1.91K | ﹤0.01% | 2237 |
|
|
2023
Q3 | $264K | Buy |
5,857
+446
| +8% | +$20.1K | ﹤0.01% | 2310 |
|
|
2023
Q2 | $245K | Buy |
5,411
+190
| +4% | +$8.61K | ﹤0.01% | 2343 |
|
|
2023
Q1 | $201K | Buy |
+5,221
| New | +$201K | ﹤0.01% | 2414 |
|