Atria Wealth Solutions’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,968
| Closed | -$264K | – | 1747 |
|
|
2025
Q1 | $264K | Sell |
23,968
-2,986
| -11% | -$32.9K | ﹤0.01% | 1541 |
|
|
2024
Q4 | $304K | Sell |
26,954
-3,600
| -12% | -$40.6K | ﹤0.01% | 1519 |
|
|
2024
Q3 | $366K | Sell |
30,554
-5,400
| -15% | -$64.7K | ﹤0.01% | 1383 |
|
|
2024
Q2 | $440K | Sell |
35,954
-1,250
| -3% | -$15.3K | ﹤0.01% | 1293 |
|
|
2024
Q1 | $485K | Buy |
37,204
+250
| +0.7% | +$3.26K | 0.01% | 1279 |
|
|
2023
Q4 | $470K | Hold |
36,954
| – | – | 0.01% | 1233 |
|
|
2023
Q3 | $479K | Buy |
36,954
+3,000
| +9% | +$38.9K | 0.01% | 1145 |
|
|
2023
Q2 | $422K | Sell |
33,954
-1,000
| -3% | -$12.4K | 0.01% | 1233 |
|
|
2023
Q1 | $425K | Sell |
34,954
-1,000
| -3% | -$12.2K | 0.01% | 1215 |
|
|
2022
Q4 | $445K | Buy |
35,954
+2,500
| +7% | +$30.9K | 0.01% | 1140 |
|
|
2022
Q3 | $386K | Buy |
+33,454
| New | +$386K | 0.01% | 1158 |
|
|
2022
Q2 | – | Sell |
-33,099
| Closed | -$458K | – | 1776 |
|
|
2022
Q1 | $458K | Buy |
+33,099
| New | +$458K | 0.01% | 1113 |
|