Fiduciary Group’s Monroe Capital Corp MRCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
37,000
| – | – | 0.02% | 266 |
|
|
2025
Q1 | $289K | Hold |
37,000
| – | – | 0.03% | 237 |
|
|
2024
Q4 | $315K | Buy |
37,000
+2,000
| +6% | +$17K | 0.03% | 228 |
|
|
2024
Q3 | $283K | Buy |
35,000
+1,500
| +4% | +$12.1K | 0.03% | 239 |
|
|
2024
Q2 | $255K | Sell |
33,500
-11,000
| -25% | -$83.7K | 0.03% | 243 |
|
|
2024
Q1 | $320K | Buy |
44,500
+1,000
| +2% | +$7.2K | 0.03% | 223 |
|
|
2023
Q4 | $307K | Buy |
43,500
+2,500
| +6% | +$17.7K | 0.04% | 220 |
|
|
2023
Q3 | $305K | Buy |
41,000
+4,500
| +12% | +$33.5K | 0.04% | 201 |
|
|
2023
Q2 | $299K | Hold |
36,500
| – | – | 0.04% | 202 |
|
|
2023
Q1 | $279K | Buy |
36,500
+5,000
| +16% | +$38.3K | 0.04% | 209 |
|
|
2022
Q4 | $269K | Sell |
31,500
-500
| -2% | -$4.27K | 0.04% | 202 |
|
|
2022
Q3 | $261K | Buy |
32,000
+3,050
| +11% | +$24.9K | 0.03% | 210 |
|
|
2022
Q2 | $258K | Buy |
28,950
+6,450
| +29% | +$57.5K | 0.03% | 212 |
|
|
2022
Q1 | $226K | Buy |
22,500
+2,500
| +13% | +$25.1K | 0.03% | 213 |
|
|
2021
Q4 | $224K | Buy |
20,000
+7,000
| +54% | +$78.4K | 0.02% | 221 |
|
|
2021
Q3 | $134K | Buy |
13,000
+3,000
| +30% | +$30.9K | 0.02% | 236 |
|
|
2021
Q2 | $108K | Buy |
+10,000
| New | +$108K | 0.01% | 240 |
|