Janney Montgomery Scott’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7,611
| Closed | -$506K | – | 2786 |
|
2024
Q4 | $506K | Sell |
7,611
-326
| -4% | -$21.7K | ﹤0.01% | 1990 |
|
2024
Q3 | $500K | Buy |
+7,937
| New | +$500K | ﹤0.01% | 1970 |
|
2022
Q3 | – | Sell |
-7,289
| Closed | -$326K | – | 2563 |
|
2022
Q2 | $326K | Buy |
+7,289
| New | +$326K | ﹤0.01% | 1865 |
|
2022
Q1 | – | Sell |
-7,687
| Closed | -$408K | – | 2352 |
|
2021
Q4 | $408K | Sell |
7,687
-4,298
| -36% | -$228K | ﹤0.01% | 1835 |
|
2021
Q3 | $667K | Buy |
11,985
+511
| +4% | +$28.4K | ﹤0.01% | 1488 |
|
2021
Q2 | $745K | Sell |
11,474
-113
| -1% | -$7.34K | ﹤0.01% | 1420 |
|
2021
Q1 | $705K | Sell |
11,587
-357
| -3% | -$21.7K | ﹤0.01% | 1376 |
|
2020
Q4 | $624K | Buy |
11,944
+122
| +1% | +$6.37K | ﹤0.01% | 1430 |
|
2020
Q3 | $489K | Buy |
+11,822
| New | +$489K | ﹤0.01% | 1433 |
|
2017
Q2 | – | Sell |
-6,686
| Closed | -$408K | – | 1785 |
|
2017
Q1 | $408K | Sell |
6,686
-1,682
| -20% | -$103K | 0.01% | 1254 |
|
2016
Q4 | $504K | Buy |
+8,368
| New | +$504K | 0.01% | 1085 |
|
2015
Q4 | – | Sell |
-8,682
| Closed | -$439K | – | 1415 |
|
2015
Q3 | $439K | Buy |
8,682
+66
| +0.8% | +$3.34K | 0.01% | 896 |
|
2015
Q2 | $480K | Sell |
8,616
-1,368
| -14% | -$76.1K | 0.01% | 1208 |
|
2015
Q1 | $577K | Sell |
9,984
-1,290
| -11% | -$74.6K | 0.01% | 1260 |
|
2014
Q4 | $639K | Buy |
11,274
+616
| +6% | +$34.9K | 0.01% | 1122 |
|
2014
Q3 | $520K | Buy |
10,658
+74
| +0.7% | +$3.61K | 0.01% | 1257 |
|
2014
Q2 | $498K | Buy |
10,584
+577
| +6% | +$27.1K | 0.01% | 1246 |
|
2014
Q1 | $451K | Sell |
10,007
-930
| -9% | -$41.9K | 0.01% | 1195 |
|
2013
Q4 | $544K | Sell |
10,937
-150
| -1% | -$7.46K | 0.01% | 1030 |
|
2013
Q3 | $536K | Buy |
+11,087
| New | +$536K | 0.02% | 951 |
|