KCFA
Key Client Fiduciary Advisors’s New Mountain Finance NMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
39,940
-6,906
| -15% | -$72.9K | 0.17% | 121 |
|
|
2025
Q1 | $517K | Sell |
46,846
-2,541
| -5% | -$28K | 0.24% | 97 |
|
|
2024
Q4 | $556K | Buy |
49,387
+571
| +1% | +$6.43K | 0.25% | 93 |
|
|
2024
Q3 | $585K | Sell |
48,816
-430
| -0.9% | -$5.15K | 0.26% | 86 |
|
|
2024
Q2 | $603K | Buy |
49,246
+746
| +2% | +$9.13K | 0.3% | 77 |
|
|
2024
Q1 | $614K | Sell |
48,500
-750
| -2% | -$9.5K | 0.33% | 72 |
|
|
2023
Q4 | $626K | Sell |
49,250
-8,900
| -15% | -$113K | 0.36% | 65 |
|
|
2023
Q3 | $753K | Buy |
58,150
+12,161
| +26% | +$157K | 0.46% | 47 |
|
|
2023
Q2 | $572K | Sell |
45,989
-1,900
| -4% | -$23.6K | 0.33% | 67 |
|
|
2023
Q1 | $583K | Sell |
47,889
-9,400
| -16% | -$114K | 0.36% | 61 |
|
|
2022
Q4 | $709K | Sell |
57,289
-2,080
| -4% | -$25.7K | 0.48% | 48 |
|
|
2022
Q3 | $685K | Sell |
59,369
-12,225
| -17% | -$141K | 0.62% | 36 |
|
|
2022
Q2 | $853K | Buy |
71,594
+425
| +0.6% | +$5.06K | 0.83% | 31 |
|
|
2022
Q1 | $986K | Buy |
71,169
+31,064
| +77% | +$430K | 0.78% | 34 |
|
|
2021
Q4 | $549K | Buy |
+40,105
| New | +$549K | 0.45% | 54 |
|