Farther Finance Advisors’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1K | Sell |
521
-309
| -37% | -$20.8K | ﹤0.01% | 2322 |
|
|
2025
Q1 | $46.6K | Sell |
830
-1,394
| -63% | -$78.3K | ﹤0.01% | 1927 |
|
|
2024
Q4 | $148K | Buy |
2,224
+56
| +3% | +$3.72K | 0.01% | 1136 |
|
|
2024
Q3 | $137K | Buy |
2,168
+2,051
| +1,753% | +$129K | 0.01% | 1167 |
|
|
2024
Q2 | $6.19K | Hold |
117
| – | – | ﹤0.01% | 2299 |
|
|
2024
Q1 | $6.15K | Hold |
117
| – | – | ﹤0.01% | 1970 |
|
|
2023
Q4 | $4.37K | Sell |
117
-21
| -15% | -$783 | ﹤0.01% | 2036 |
|
|
2023
Q3 | $3.87K | Hold |
138
| – | – | ﹤0.01% | 1601 |
|
|
2023
Q2 | $4.18K | Buy |
138
+100
| +263% | +$3.03K | ﹤0.01% | 1489 |
|
|
2023
Q1 | $1.21K | Hold |
38
| – | – | ﹤0.01% | 1801 |
|
|
2022
Q4 | $1.3K | Buy |
+38
| New | +$1.3K | ﹤0.01% | 1587 |
|