IFP 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 | $18.9K | Buy |
280
+154
| +122% | +$10.4K | ﹤0.01% | 2580 |
|
|
2025
Q1 | $7.04K | Sell |
126
-7
| -5% | -$391 | ﹤0.01% | 2700 |
|
|
2024
Q4 | $8.84K | Buy |
133
+7
| +6% | +$465 | ﹤0.01% | 2572 |
|
|
2024
Q3 | $7.94K | Hold |
126
| – | – | ﹤0.01% | 2519 |
|
|
2024
Q2 | $6.7K | Sell |
126
-57
| -31% | -$3.03K | ﹤0.01% | 2474 |
|
|
2024
Q1 | $9.44K | Sell |
183
-37
| -17% | -$1.91K | ﹤0.01% | 2254 |
|
|
2023
Q4 | $8.21K | Sell |
220
-16
| -7% | -$597 | ﹤0.01% | 2258 |
|
|
2023
Q3 | $6.64K | Sell |
236
-3,192
| -93% | -$89.8K | ﹤0.01% | 2411 |
|
|
2023
Q2 | $104K | Sell |
3,428
-3,622
| -51% | -$110K | ﹤0.01% | 1301 |
|
|
2023
Q1 | $333K | Sell |
7,050
-12,301
| -64% | -$580K | 0.01% | 739 |
|
|
2022
Q4 | $912K | Buy |
19,351
+3,082
| +19% | +$145K | 0.02% | 653 |
|
|
2022
Q3 | $776K | Buy |
16,269
+3,561
| +28% | +$170K | 0.02% | 729 |
|
|
2022
Q2 | $610K | Hold |
12,708
| – | – | 0.02% | 758 |
|
|
2022
Q1 | $610K | Buy |
12,708
+11,320
| +816% | +$543K | 0.02% | 758 |
|
|
2021
Q4 | $76K | Buy |
1,388
+204
| +17% | +$11.2K | ﹤0.01% | 1362 |
|
|
2021
Q3 | $67K | Buy |
1,184
+62
| +6% | +$3.51K | ﹤0.01% | 1418 |
|
|
2021
Q2 | $73K | Buy |
1,122
+411
| +58% | +$26.7K | ﹤0.01% | 1370 |
|
|
2021
Q1 | $42K | Buy |
711
+137
| +24% | +$8.09K | ﹤0.01% | 1538 |
|
|
2020
Q4 | $30K | Buy |
574
+54
| +10% | +$2.82K | ﹤0.01% | 1644 |
|
|
2020
Q3 | $20K | Hold |
520
| – | – | ﹤0.01% | 1646 |
|
|
2020
Q2 | $20K | Buy |
520
+214
| +70% | +$8.23K | ﹤0.01% | 1567 |
|
|
2020
Q1 | $12K | Hold |
306
| – | – | ﹤0.01% | 1686 |
|
|
2019
Q4 | $15K | Sell |
306
-955
| -76% | -$46.8K | ﹤0.01% | 1752 |
|
|
2019
Q3 | $70K | Buy |
+1,261
| New | +$70K | ﹤0.01% | 1212 |
|
|
2018
Q4 | – | Sell |
-401
| Closed | -$20K | – | 3684 |
|
|
2018
Q3 | $20K | Buy |
401
+2
| +0.5% | +$100 | ﹤0.01% | 2428 |
|
|
2018
Q2 | $18K | Buy |
399
+299
| +299% | +$13.5K | ﹤0.01% | 2496 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3179 |
|
|
2017
Q4 | $5K | Sell |
100
-200
| -67% | -$10K | ﹤0.01% | 3176 |
|
|
2017
Q3 | $17K | Sell |
300
-300
| -50% | -$17K | ﹤0.01% | 2677 |
|
|
2017
Q2 | $32K | Hold |
600
| – | – | ﹤0.01% | 2260 |
|
|
2017
Q1 | $37K | Sell |
600
-202
| -25% | -$12.5K | ﹤0.01% | 2090 |
|
|
2016
Q4 | $48K | Buy |
802
+284
| +55% | +$17K | ﹤0.01% | 1895 |
|
|
2016
Q3 | $28K | Hold |
518
| – | – | ﹤0.01% | 2177 |
|
|
2016
Q2 | $28K | Buy |
+518
| New | +$28K | ﹤0.01% | 2117 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$5K | – | 2977 |
|
|
2015
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2951 |
|