Allworth Financial’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8K | Buy |
635
+129
| +25% | +$8.69K | ﹤0.01% | 2036 |
|
|
2025
Q1 | $27.6K | Sell |
506
-31
| -6% | -$1.69K | ﹤0.01% | 1870 |
|
|
2024
Q4 | $25.6K | Sell |
537
-5
| -0.9% | -$238 | ﹤0.01% | 1936 |
|
|
2024
Q3 | $34.1K | Buy |
542
+500
| +1,190% | +$31.5K | ﹤0.01% | 1578 |
|
|
2024
Q2 | $2.37K | Sell |
42
-154
| -79% | -$8.68K | ﹤0.01% | 2848 |
|
|
2024
Q1 | $10.1K | Buy |
+196
| New | +$10.1K | ﹤0.01% | 2110 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$303 | – | 3498 |
|
|
2023
Q2 | $303 | Buy |
+10
| New | +$303 | ﹤0.01% | 3018 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$205 | – | 3259 |
|
|
2022
Q4 | $205 | Sell |
6
-37
| -86% | -$1.26K | ﹤0.01% | 2777 |
|
|
2022
Q3 | $1K | Buy |
43
+39
| +975% | +$907 | ﹤0.01% | 2430 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2636 |
|