UBS Group’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 |
-131,398
| Closed | -$11.4M | – | 11230 |
|
|
2025
Q1 | $11.4M | Buy |
131,398
+98,368
| +298% | +$8.54M | ﹤0.01% | 2895 |
|
|
2024
Q4 | $2.84M | Buy |
33,030
+24,986
| +311% | +$1.69M | ﹤0.01% | 4389 |
|
|
2024
Q3 | $334K | Buy |
8,044
+4,521
| +128% | +$245K | ﹤0.01% | 5498 |
|
|
2024
Q2 | $259K | Sell |
3,523
-161
| -4% | -$12.7K | ﹤0.01% | 5483 |
|
|
2024
Q1 | $263K | Buy |
3,684
+3,455
| +1,509% | +$194K | ﹤0.01% | 5667 |
|
|
2023
Q4 | $14.4K | Buy |
229
+99
| +76% | +$3.33K | ﹤0.01% | 7283 |
|
|
2023
Q3 | $2.81K | Buy |
130
+106
| +442% | +$1.75K | ﹤0.01% | 7643 |
|
|
2023
Q2 | $288 | Sell |
24
-1,547
| -98% | -$18.8K | ﹤0.01% | 8330 |
|
|
2023
Q1 | $26.8K | Sell |
1,571
-1,039
| -40% | -$21.6K | ﹤0.01% | 6875 |
|
|
2022
Q4 | $48.5K | Buy |
2,610
+2,020
| +342% | +$49.7K | ﹤0.01% | 6810 |
|
|
2022
Q3 | $16K | Buy |
+590
| New | +$27.1K | ﹤0.01% | 7751 |
|
|
2022
Q1 | – | Sell |
-2,875
| Closed | -$348K | – | 11295 |
|
|
2021
Q4 | $348K | Buy |
+2,875
| New | +$442K | ﹤0.01% | 5269 |
|
|
2021
Q3 | – | Sell |
-95
| Closed | -$28K | – | 10398 |
|
|
2021
Q2 | $28K | Sell |
95
-551
| -85% | -$164K | ﹤0.01% | 7014 |
|
|
2021
Q1 | $193K | Buy |
+646
| New | +$216K | ﹤0.01% | 5519 |
|