Cetera Investment Advisers’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 | $401K | Buy |
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|
2025
Q3 | $408K | Buy |
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|
2025
Q2 | $371K | Buy |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $140K | Sell |
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|
2024
Q3 | $167K | Sell |
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|
2024
Q2 | $172K | Buy |
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|
2024
Q1 | $154K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $2.47M | Buy |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $991K | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $889K | Buy |
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|
2021
Q3 | $820K | Sell |
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|
2021
Q2 | $844K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $626K | Buy |
|