Calton & Associates’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
Q4
$125K Buy
2022
Q2
Sell
2022
Q1
$244K Buy
2021
Q4
$231K Buy
2021
Q3
$216K Buy
2021
Q2
$209K Buy
2021
Q1
$175K Buy
2020
Q4
$159K Buy
2020
Q3
$100K Buy
2020
Q2
Sell
2020
Q1
$128K Buy
2018
Q1
Sell
2017
Q4
$16K Buy