Commonwealth Equity Services’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
Q3 | $806K | Sell |
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|
2025
Q2 | $987K | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.5K | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $2.43M | Buy |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.73M | Buy |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $848K | Buy |
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|
2019
Q4 | $1.28M | Buy |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $889K | Buy |
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|
2018
Q3 | $700K | Buy |
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|
2018
Q2 | $540K | Buy |
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|
2018
Q1 | $347K | Sell |
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|
2017
Q4 | $381K | Sell |
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|
2017
Q3 | $406K | Buy |
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|
2017
Q2 | $406K | Buy |
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|
2017
Q1 | $367K | Buy |
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|
2016
Q4 | $297K | Buy |
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|
2016
Q3 | $249K | Sell |
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|
2016
Q2 | $262K | Sell |
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|
2016
Q1 | $271K | Buy |
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|
2015
Q4 | $235K | Sell |
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|
2015
Q3 | $261K | Buy |
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|
2015
Q2 | $248K | Buy |
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|
2015
Q1 | $247K | Sell |
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|
2014
Q4 | $259K | Buy |
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|
2014
Q3 | $186K | Buy |
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