Key Client Fiduciary Advisors’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $391K | Buy |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $556K | Buy |
|
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|
2024
Q3 | $585K | Sell |
|
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|
2024
Q2 | $603K | Buy |
|
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $626K | Sell |
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|
2023
Q3 | $753K | Buy |
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|
2023
Q2 | $572K | Sell |
|
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|
2023
Q1 | $583K | Sell |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $685K | Sell |
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|
2022
Q2 | $853K | Buy |
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|
2022
Q1 | $986K | Buy |
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|
2021
Q4 | $549K | Buy |
|