Atria Wealth Solutions’s New Mountain Finance NMFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-23,968	Closed	-$264K	–	1750
2025 Q1	$264K	Sell	23,968 -2,986	-11%	-$34K	﹤0.01%	1550
2024 Q4	$304K	Sell	26,954 -3,600	-12%	-$41.5K	﹤0.01%	1541
2024 Q3	$366K	Sell	30,554 -5,400	-15%	-$65.9K	﹤0.01%	1394
2024 Q2	$440K	Sell	35,954 -1,250	-3%	-$15.7K	﹤0.01%	1305
2024 Q1	$485K	Buy	37,204 +250	+0.7%	+$3.18K	0.01%	1285
2023 Q4	$470K	Hold	36,954	–	–	0.01%	1244
2023 Q3	$479K	Buy	36,954 +3,000	+9%	+$38.2K	0.01%	1151
2023 Q2	$422K	Sell	33,954 -1,000	-3%	-$12.1K	0.01%	1238
2023 Q1	$425K	Sell	34,954 -1,000	-3%	-$12.6K	0.01%	1220
2022 Q4	$445K	Buy	35,954 +2,500	+7%	+$30.8K	0.01%	1147
2022 Q3	$386K	Buy	+33,454	New	+$427K	0.01%	1165
2022 Q2	–	Sell	-33,099	Closed	-$458K	–	1808
2022 Q1	$458K	Buy	+33,099	New	+$448K	0.01%	1113