Clearstead Advisors’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 |
-98,674
| Closed | -$1.09M | – | 2827 |
|
|
2025
Q1 | $1.09M | Sell |
98,674
-3,285
| -3% | -$36.2K | 0.02% | 390 |
|
|
2024
Q4 | $1.15M | Buy |
101,959
+25,144
| +33% | +$283K | 0.02% | 382 |
|
|
2024
Q3 | $920K | Buy |
76,815
+34,040
| +80% | +$408K | 0.01% | 434 |
|
|
2024
Q2 | $524K | Buy |
42,775
+17,383
| +68% | +$213K | 0.01% | 528 |
|
|
2024
Q1 | $319K | Buy |
+25,392
| New | +$319K | 0.02% | 389 |
|