Creative Planning’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 | $139K | Buy |
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|
2025
Q2 | $145K | Buy |
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|
2025
Q1 | $151K | Buy |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q3 | $159K | Sell |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $162K | Buy |
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|
2023
Q4 | $162K | Buy |
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|
2023
Q3 | $165K | Buy |
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|
2023
Q2 | $158K | Sell |
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|
2023
Q1 | $170K | Buy |
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|
2022
Q4 | $160K | Buy |
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|
2022
Q3 | $146K | Buy |
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|
2022
Q2 | $151K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q4 | $435K | Buy |
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|
2020
Q3 | $355K | Buy |
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|
2020
Q2 | $329K | Buy |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $436K | Buy |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $328K | Sell |
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|
2019
Q1 | $412K | Buy |
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|
2018
Q4 | $351K | Sell |
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|
2018
Q3 | $414K | Buy |
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|
2018
Q2 | $321K | Sell |
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|
2018
Q1 | $552K | Buy |
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|
2017
Q4 | $511K | Buy |
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|
2017
Q3 | $511K | Sell |
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|
2017
Q2 | $574K | Buy |
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|
2017
Q1 | $376K | Sell |
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|
2016
Q4 | $1.35M | Buy |
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|
2016
Q3 | $49K | Buy |
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|
2016
Q2 | $24K | Sell |
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|
2016
Q1 | $30K | Buy |
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|
2015
Q4 | $5K | Sell |
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|
2015
Q3 | $30K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $48K | Buy |
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|
2014
Q4 | $37K | Sell |
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|
2014
Q3 | $42K | Buy |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $3K | Buy |
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|
2013
Q4 | $1K | Hold |
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|
2013
Q3 | $1K | Buy |
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