Kestra Private Wealth Services’s Mercury Insurance MCY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,067	Closed	-$669K	–	1546
2024 Q4	$669K	Sell	10,067 -10,004	-50%	-$704K	0.01%	799
2024 Q3	$1.26M	Sell	20,071 -5,008	-20%	-$298K	0.02%	539
2024 Q2	$1.33M	Sell	25,079 -12,266	-33%	-$665K	0.03%	490
2024 Q1	$1.93M	Sell	37,345 -692	-2%	-$30.5K	0.04%	379
2023 Q4	$1.42M	Buy	38,037 +158	+0.4%	+$5.48K	0.04%	431
2023 Q3	$1.06M	Buy	+37,879	New	+$1.12M	0.03%	449
2022 Q1	–	Sell	-12,083	Closed	-$641K	–	1035
2021 Q4	$641K	Buy	12,083 +7,164	+146%	+$385K	0.03%	512
2021 Q3	$274K	Buy	+4,919	New	+$294K	0.02%	740
2021 Q1	–	Sell	-8,979	Closed	-$464K	–	829
2020 Q4	$464K	Buy	8,979 +2,488	+38%	+$111K	0.03%	451
2020 Q3	$269K	Buy	+6,491	New	+$279K	0.02%	519