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
Q2
$371K Buy
2025
Q1
$266K Buy
2024
Q4
$140K Sell
2024
Q3
$167K Sell
2024
Q2
$172K Buy
2024
Q1
$154K Buy
2023
Q3
Sell
2023
Q2
$2.75M Buy
2023
Q1
$2.47M Buy
2022
Q4
$2.4M Buy
2022
Q3
$1.02M Buy
2022
Q2
$991K Buy
2022
Q1
$1.06M Buy
2021
Q4
$889K Buy
2021
Q3
$820K Sell
2021
Q2
$844K Buy
2021
Q1
Sell
2020
Q4
$626K Buy